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Simplicity Wealth’s Watsco WSO Stock Holding History

Simplicity Wealth’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-639
Closed -$296K – 1227
2024
Q2 		$296K Sell
639
-1
-0.2% -$463 0.01% 950
2024
Q1 		$276K Buy
+640
New +$276K 0.01% 948