Schubert & Co’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28
| Closed | -$8.91K | – | 1538 |
|
|
2023
Q1 | $8.91K | Buy |
28
+1
| +4% | +$318 | 0.01% | 244 |
|
|
2022
Q4 | $6.73K | Sell |
27
-2
| -7% | -$499 | 0.01% | 324 |
|
|
2022
Q3 | $7K | Buy |
29
+3
| +12% | +$724 | 0.01% | 302 |
|
|
2022
Q2 | $6K | Buy |
26
+7
| +37% | +$1.62K | 0.01% | 321 |
|
|
2022
Q1 | $6K | Buy |
19
+14
| +280% | +$4.42K | 0.01% | 156 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 476 |
|