Stonebridge Capital Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43
| Closed | -$16.2K | – | 880 |
|
|
2023
Q3 | $16.2K | Hold |
43
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $16.4K | Buy |
+43
| New | +$16.4K | ﹤0.01% | 542 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | -$1K | – | 1131 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 941 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 871 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 935 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 959 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 935 |
|