WR Wealth Planners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.6K | Hold |
35
| – | – | 0.01% | 509 |
|
|
2024
Q3 | $17.2K | Buy |
35
+8
| +30% | +$3.94K | ﹤0.01% | 524 |
|
|
2024
Q2 | $12.5K | Sell |
27
-6
| -18% | -$2.78K | ﹤0.01% | 551 |
|
|
2024
Q1 | $14.3K | Buy |
+33
| New | +$14.3K | ﹤0.01% | 517 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$10.6K | – | 866 |
|
|
2023
Q3 | $10.6K | Hold |
28
| – | – | ﹤0.01% | 550 |
|
|
2023
Q2 | $10.7K | Sell |
28
-9
| -24% | -$3.43K | ﹤0.01% | 545 |
|
|
2023
Q1 | $11.8K | Buy |
+37
| New | +$11.8K | 0.01% | 515 |
|