TCPG
Trivant Custom Portfolio Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-173
| Closed | -$74.1K | – | 199 |
|
|
2023
Q4 | $74.1K | Hold |
173
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $65.3K | Sell |
173
-249
| -59% | -$94.1K | 0.05% | 79 |
|
|
2023
Q2 | $161K | Sell |
422
-20
| -5% | -$7.63K | 0.11% | 56 |
|
|
2023
Q1 | $141K | Buy |
+442
| New | +$141K | 0.1% | 62 |
|