PWM
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PRW Wealth Management’s Williams-Sonoma WSM Stock Holding History

PRW Wealth Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-94
Closed -$3K – 679
2019
Q1 		$3K Hold
94
– – ﹤0.01% 480
2018
Q4 		$2K Buy
+94
New +$2K ﹤0.01% 535