Salem Investment Counselors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$1.97K | – | 1277 |
|
|
2024
Q3 | $1.97K | Buy |
+4
| New | +$1.97K | ﹤0.01% | 1033 |
|
|
2023
Q2 | – | Sell |
-400
| Closed | -$127K | – | 1201 |
|
|
2023
Q1 | $127K | Hold |
400
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $99.8K | Buy |
400
+390
| +3,900% | +$97.3K | ﹤0.01% | 412 |
|
|
2022
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 922 |
|
|
2021
Q2 | – | Sell |
-39
| Closed | -$10K | – | 961 |
|
|
2021
Q1 | $10K | Buy |
+39
| New | +$10K | ﹤0.01% | 681 |
|
|
2019
Q3 | – | Sell |
-143
| Closed | -$23K | – | 678 |
|
|
2019
Q2 | $23K | Buy |
+143
| New | +$23K | ﹤0.01% | 466 |
|