Wealthcare Advisory Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13
| Closed | -$2K | – | 1371 |
|
|
2020
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 1333 |
|
|
2019
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1249 |
|
|
2019
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1210 |
|
|
2019
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1101 |
|
|
2018
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1141 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 979 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 942 |
|
|
2017
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 782 |
|