CWM

Centric Wealth Management’s Watsco WSO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,302	Closed	-$874K	–	167
2021 Q3	$874K	Buy	3,302 +76	+2%	+$20.1K	0.32%	75
2021 Q2	$925K	Buy	+3,226	New	+$925K	0.32%	78