Valley Wealth Managers’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4
Closed -$1.85K 461
2024
Q2
$1.85K Buy
+4
New +$1.85K ﹤0.01% 342
2023
Q3
Hold
0
403
2023
Q2
Sell
-44
Closed -$14K 379
2023
Q1
$14K Buy
+44
New +$14K ﹤0.01% 273