SFS
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Sowell Financial Services’s Watsco Inc WSO Stock Holding History

Sowell Financial Services’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,179
Closed -$1.65M – 843
2023
Q1 		$1.65M Buy
+5,179
New +$1.52M 0.13% 188
2021
Q2 		– Sell
-4,728
Closed -$1.39M – 2760
2021
Q1 		$1.39M Buy
4,728
+4,472
+1,747% +$1.1M 0.05% 324
2020
Q4 		$58K Sell
256
-21
-8% -$4.83K ﹤0.01% 1346
2020
Q3 		$65K Sell
277
-31
-10% -$6.98K ﹤0.01% 1124
2020
Q2 		$55K Sell
308
-77
-20% -$12.7K ﹤0.01% 1143
2020
Q1 		$61K Sell
385
-604
-61% -$102K ﹤0.01% 988
2019
Q4 		$178K Buy
989
+925
+1,445% +$163K 0.01% 752
2019
Q3 		$11K Buy
+64
New +$10.4K ﹤0.01% 1514

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