Sargent Bickham Lagudis’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.7K | Hold |
115
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $30K | Sell |
115
-15
| -12% | -$3.91K | ﹤0.01% | 503 |
|
|
2022
Q2 | $31K | Buy |
130
+116
| +829% | +$27.7K | ﹤0.01% | 515 |
|
|
2022
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 839 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$2K | – | 935 |
|
|
2019
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 787 |
|