Sutton Wealth Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.4K | Hold |
38
| – | – | 0.01% | 410 |
|
|
2023
Q2 | $14.5K | Hold |
38
| – | – | 0.01% | 398 |
|
|
2023
Q1 | $12.1K | Sell |
38
-5
| -12% | -$1.59K | 0.01% | 386 |
|
|
2022
Q4 | $10.7K | Buy |
43
+11
| +34% | +$2.74K | ﹤0.01% | 919 |
|
|
2022
Q3 | $8.24K | Buy |
32
+30
| +1,500% | +$7.72K | ﹤0.01% | 955 |
|
|
2022
Q2 | $478 | Sell |
2
-1
| -33% | -$239 | ﹤0.01% | 1470 |
|
|
2022
Q1 | $914 | Hold |
3
| – | – | ﹤0.01% | 1366 |
|
|
2021
Q4 | $939 | Buy |
+3
| New | +$939 | ﹤0.01% | 1343 |
|