Sowell Financial Services’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 |
-5,179
| Closed | -$1.65M | – | 843 |
|
|
2023
Q1 | $1.65M | Buy |
+5,179
| New | +$1.65M | 0.13% | 188 |
|
|
2021
Q2 | – | Sell |
-4,728
| Closed | -$1.39M | – | 2761 |
|
|
2021
Q1 | $1.39M | Buy |
4,728
+4,472
| +1,747% | +$1.32M | 0.05% | 324 |
|
|
2020
Q4 | $58K | Sell |
256
-21
| -8% | -$4.76K | ﹤0.01% | 1346 |
|
|
2020
Q3 | $65K | Sell |
277
-31
| -10% | -$7.27K | ﹤0.01% | 1124 |
|
|
2020
Q2 | $55K | Sell |
308
-77
| -20% | -$13.8K | ﹤0.01% | 1143 |
|
|
2020
Q1 | $61K | Sell |
385
-604
| -61% | -$95.7K | ﹤0.01% | 988 |
|
|
2019
Q4 | $178K | Buy |
989
+925
| +1,445% | +$166K | 0.01% | 752 |
|
|
2019
Q3 | $11K | Buy |
+64
| New | +$11K | ﹤0.01% | 1514 |
|