Sierra Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$2K | – | 568 |
|
|
2022
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 546 |
|
|
2022
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $2K | Sell |
10
-20
| -67% | -$4K | ﹤0.01% | 623 |
|
|
2022
Q1 | $9K | Hold |
30
| – | – | ﹤0.01% | 487 |
|
|
2021
Q4 | $9K | Buy |
30
+5
| +20% | +$1.5K | ﹤0.01% | 491 |
|
|
2021
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 372 |
|