Veritable’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,174
| Closed | -$448K | – | 838 |
|
|
2023
Q2 | $448K | Sell |
1,174
-3
| -0.3% | -$1.14K | 0.01% | 577 |
|
|
2023
Q1 | $374K | Hold |
1,177
| – | – | 0.01% | 619 |
|
|
2022
Q4 | $294K | Buy |
1,177
+242
| +26% | +$60.4K | 0.01% | 668 |
|
|
2022
Q3 | $241K | Buy |
+935
| New | +$241K | ﹤0.01% | 698 |
|
|
2022
Q2 | – | Sell |
-708
| Closed | -$216K | – | 971 |
|
|
2022
Q1 | $216K | Sell |
708
-271
| -28% | -$82.7K | ﹤0.01% | 834 |
|
|
2021
Q4 | $306K | Buy |
+979
| New | +$306K | ﹤0.01% | 708 |
|