Sound Income Strategies’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29
| Closed | -$13.4K | – | 1510 |
|
|
2024
Q2 | $13.4K | Sell |
29
-6
| -17% | -$2.78K | ﹤0.01% | 711 |
|
|
2024
Q1 | $15.1K | Hold |
35
| – | – | ﹤0.01% | 652 |
|
|
2023
Q4 | $15K | Buy |
35
+6
| +21% | +$2.57K | ﹤0.01% | 646 |
|
|
2023
Q3 | $11K | Hold |
29
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $11.1K | Hold |
29
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $9.23K | Buy |
+29
| New | +$9.23K | ﹤0.01% | 574 |
|