Ropes Wealth Advisors’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-200
Closed -$45K 800
2020
Q4
$45K Buy
200
+74
+59% +$16.7K 0.01% 396
2020
Q3
$29K Buy
+126
New +$29K 0.01% 389