Heritage Financial Services’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-106	Closed	-$25K	–	497
2022 Q2	$25K	Buy	+106	New	+$25K	0.01%	226