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Sageworth Trust Company of South Dakota’s Watsco Inc WSO Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed -$2K – 649
2022
Q2 		$2K Hold
10
– – ﹤0.01% 411
2022
Q1 		$3K Sell
10
-54
-84% -$15.4K 0.01% 372
2021
Q4 		$20K Buy
+64
New +$19K 0.03% 232

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Sageworth Trust Company of South Dakota's WSO Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Watsco Inc (WSO) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in WSO in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 539 funds tracked by Wall St. Rank hold WSO as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Watsco Inc position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 10 Watsco Inc shares in Q3 2022, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in Watsco Inc in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Watsco Inc position peaked at $20K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.