PWM
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PRW Wealth Management’s Watsco WSO Stock Holding History

PRW Wealth Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-16
Closed -$2K – 680
2019
Q1 		$2K Hold
16
– – ﹤0.01% 538
2018
Q4 		$2K Buy
+16
New +$2K ﹤0.01% 536