WMS
Wealth Management Solutions’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $217K | Sell |
575
-15
| -3% | -$5.67K | 0.15% | 71 |
|
|
2023
Q2 | $225K | Sell |
590
-92
| -13% | -$35.1K | 0.15% | 72 |
|
|
2023
Q1 | $217K | Buy |
+682
| New | +$217K | 0.13% | 81 |
|
|
2022
Q4 | – | Sell |
-877
| Closed | -$226K | – | 97 |
|
|
2022
Q3 | $226K | Buy |
877
+4
| +0.5% | +$1.03K | 0.13% | 73 |
|
|
2022
Q2 | $209K | Sell |
873
-67
| -7% | -$16K | 0.12% | 85 |
|
|
2022
Q1 | $286K | Buy |
940
+5
| +0.5% | +$1.52K | 0.15% | 87 |
|
|
2021
Q4 | $293K | Buy |
+935
| New | +$293K | 0.15% | 91 |
|