Truvestments Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9
| Closed | -$2.25K | – | 950 |
|
|
2022
Q4 | $2.25K | Buy |
+9
| New | +$2.25K | ﹤0.01% | 705 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$4K | – | 551 |
|
|
2021
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 514 |
|
|
2021
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 486 |
|
|
2021
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 535 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$2K | – | 561 |
|
|
2020
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 521 |
|
|
2020
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 470 |
|