SWS
SYSTM Wealth Solutions’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,389
| Closed | -$2.03M | – | 640 |
|
|
2024
Q2 | $2.03M | Sell |
4,389
-3,345
| -43% | -$1.55M | 0.45% | 75 |
|
|
2024
Q1 | $3.34M | Buy |
7,734
+806
| +12% | +$348K | 0.42% | 62 |
|
|
2023
Q4 | $2.97M | Sell |
6,928
-832
| -11% | -$356K | 0.41% | 61 |
|
|
2023
Q3 | $2.93M | Buy |
7,760
+941
| +14% | +$355K | 0.45% | 51 |
|
|
2023
Q2 | $2.6M | Sell |
6,819
-237
| -3% | -$90.4K | 0.35% | 68 |
|
|
2023
Q1 | $2.24M | Buy |
7,056
+1,017
| +17% | +$324K | 0.35% | 71 |
|
|
2022
Q4 | $1.51M | Buy |
+6,039
| New | +$1.51M | 0.19% | 153 |
|