Zullo Investment Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-213
| Closed | -$53.1K | – | 722 |
|
|
2022
Q4 | $53.1K | Buy |
213
+28
| +15% | +$6.98K | 0.03% | 265 |
|
|
2022
Q3 | $48K | Buy |
185
+16
| +9% | +$4.15K | 0.03% | 278 |
|
|
2022
Q2 | $40K | Buy |
169
+29
| +21% | +$6.86K | 0.03% | 305 |
|
|
2022
Q1 | $43K | Buy |
140
+109
| +352% | +$33.5K | 0.02% | 320 |
|
|
2021
Q4 | $10K | Buy |
+31
| New | +$10K | 0.01% | 538 |
|