WIA
WSO icon

Wetzel Investment Advisors’s Watsco WSO Stock Holding History

Wetzel Investment Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-59
Closed -$25.5K – 891
2024
Q2 		$25.5K Hold
59
– – 0.01% 310
2024
Q1 		$23.7K Hold
59
– – 0.01% 349
2023
Q4 		$25K Buy
+59
New +$25K 0.02% 341