HERITAGE WEALTH ADVISORS – Watsco, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$166,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
+7.80%
quarter
Watsco, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 12K | $257.46 | 643 | |
| Q2 2022 | share | 0.00% | 0 shares | -42K | $238.82 | 643 | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $304.64 | 643 | |
| Q4 2021 | share | 0.00% | 0 shares | 31.03K | $308.93 | 643 | |
| Q3 2021 | share | 0.00% | 0 shares | -14.16K | $262.81 | 643 | |
| Q2 2021 | share | 0.00% | 0 shares | 16.65K | $282.75 | 643 | |
| Q1 2021 | share | 0.00% | 0 shares | 21.68K | $255.42 | 643 | |
| Q4 2020 | share | 0.00% | 0 shares | -3.76K | $220.24 | 643 | |
| Q3 2020 | share | 0.00% | 0 shares | 35.49K | $224.72 | 643 | |
| Q2 2020 | share | 0.00% | 0 shares | 12.65K | $169.89 | 643 | |
| Q1 2020 | share | Decrease | -0.31% | -2 shares | -14.58K | $149.38 | 643 |
| Q4 2019 | share | Increase | +145.25% | 382 shares | 72.21K | $168.75 | 645 |
| Q3 2019 | share | 0.00% | 0 shares | 977 | $156.99 | 263 | |
| Q2 2019 | share | Increase | +776.67% | 233 shares | 38.72K | $150.26 | 263 |
| Q1 2019 | share | 0.00% | 0 shares | 296 | $130.15 | 30 | |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $125.04 | 30 | |
| Q3 2018 | share | Increase | 0.00% | 30 shares | 5K | $158.64 | 30 |