Prw Wealth Management LLC Closed Holding Positions

Prw Wealth Management LLC

  • $263 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
KEYS
Keysight Technologies, Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
4
$71.42 - $92.79 $286 - $371
ITI
Iteris, Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
5,023
$4.11 - $5.67 $20.6K - $28.5K
Crane CO
Q2 2019 Filed on Aug 12, 2019
9
N/A
Investors Bancorp Inc
Q2 2019 Filed on Aug 12, 2019
69
N/A
IVZ
Invesco Ltd.

Financial Services
Q2 2019 Filed on Aug 12, 2019
14
$19.54 - $21.97 $274 - $308
DBE
Invesco Db Energy Fund

ETFs
Q2 2019 Filed on Aug 12, 2019
10
$13.1 - $15.63 $131 - $156
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2019 Filed on Aug 12, 2019
182
$152.76 - $195.3 $27.8K - $35.5K
INTU
Intuit Inc

Technology
Q2 2019 Filed on Aug 12, 2019
44
$236.93 - $269.08 $10.4K - $11.8K
Inter Xion Holding Nv
Q2 2019 Filed on Aug 12, 2019
73
N/A
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
129
$39.27 - $45.23 $5.07K - $5.83K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q2 2019 Filed on Aug 12, 2019
58
$72.24 - $91.27 $4.19K - $5.29K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Aug 12, 2019
63
$62.09 - $86.14 $3.91K - $5.43K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2019 Filed on Aug 12, 2019
3
$132.28 - $160.9 $397 - $483
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2019 Filed on Aug 12, 2019
125
$35.45 - $48.2 $4.43K - $6.03K
CCI
Crown Castle International Corp

Real Estate
Q2 2019 Filed on Aug 12, 2019
76
$122.58 - $136.92 $9.32K - $10.4K
CSX
Csx Corp

Industrials
Q2 2019 Filed on Aug 12, 2019
92
$24.65 - $26.84 $2.27K - $2.47K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2019 Filed on Aug 12, 2019
5,973
$74.66 - $83.24 $446K - $497K
CMI
Cummins Inc

Industrials
Q2 2019 Filed on Aug 12, 2019
48
$150.76 - $171.6 $7.24K - $8.24K
CW
Curtiss Wright Corp

Industrials
Q2 2019 Filed on Aug 12, 2019
3
$109.31 - $127.13 $328 - $381
ICF
Ishares Tr

ETFs
Q2 2019 Filed on Aug 12, 2019
686
$53.96 - $58.5 $37K - $40.1K
Cousins Properties Inc
Q2 2019 Filed on Aug 12, 2019
59
N/A
GDDY
Go Daddy Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
5
$68.18 - $81.75 $341 - $409
DFS
Discover Financial Services

Financial Services
Q2 2019 Filed on Aug 12, 2019
61
$73.5 - $82.27 $4.48K - $5.02K
EQT
Eqt Corp

Energy
Q2 2019 Filed on Aug 12, 2019
4
$14.39 - $21.73 $57.6 - $86.9
EPR
Epr Properties

Real Estate
Q2 2019 Filed on Aug 12, 2019
90
$74.31 - $80.28 $6.69K - $7.23K
EOG
Eog Resources Inc

Energy
Q2 2019 Filed on Aug 12, 2019
72
$81.88 - $107.07 $5.9K - $7.71K
DELL
Dell Technologies Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
26
$25.66 - $35.38 $667 - $920
ETR
Entergy Corp

Utilities
Q2 2019 Filed on Aug 12, 2019
25
$92.9 - $104.26 $2.32K - $2.61K
ERII
Energy Recovery, Inc.

Industrials
Q2 2019 Filed on Aug 12, 2019
3,165
$8.79 - $11.02 $27.8K - $34.9K
DLX
Deluxe Corp

Communication Services
Q2 2019 Filed on Aug 12, 2019
6
$36.85 - $46.94 $221 - $282
CSL
Carlisle Companies Inc

Industrials
Q2 2019 Filed on Aug 12, 2019
21
$124.09 - $141.42 $2.61K - $2.97K
EFX
Equifax Inc

Industrials
Q2 2019 Filed on Aug 12, 2019
10
$116.43 - $135.24 $1.16K - $1.35K
EQIX
Equinix Inc

Real Estate
Q2 2019 Filed on Aug 12, 2019
12
$446.44 - $511.48 $5.36K - $6.14K
EXAS
Exact Sciences Corp

Healthcare
Q2 2019 Filed on Aug 12, 2019
3
$89.51 - $118.04 $269 - $354
ES
Eversource Energy

Utilities
Q2 2019 Filed on Aug 12, 2019
21
$69.96 - $77.53 $1.47K - $1.63K
EVRG
Evergy, Inc.

Utilities
Q2 2019 Filed on Aug 12, 2019
110
$56.41 - $61.34 $6.21K - $6.75K
EEFT
Euronet Worldwide, Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
16
$141.03 - $168.24 $2.26K - $2.69K
ERIE
Erie Indemnity CO

Financial Services
Q2 2019 Filed on Aug 12, 2019
43
$172.88 - $256.63 $7.43K - $11K
EQR
Equity Residential

Real Estate
Q2 2019 Filed on Aug 12, 2019
116
$74.17 - $78.83 $8.6K - $9.14K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2019 Filed on Aug 12, 2019
45
$56.15 - $62.2 $2.53K - $2.8K
EQC
Equity Commonwealth

Real Estate
Q2 2019 Filed on Aug 12, 2019
105
$31.18 - $34.01 $3.27K - $3.57K
EA
Electronic Arts Inc.

Communication Services
Q2 2019 Filed on Aug 12, 2019
99
$90.42 - $102.67 $8.95K - $10.2K
ESLT
Elbit Systems LTD

Industrials
Q2 2019 Filed on Aug 12, 2019
550
$131.91 - $160.0 $72.6K - $88K
DXCM
Dexcom Inc

Healthcare
Q2 2019 Filed on Aug 12, 2019
83
$27.84 - $38.92 $2.31K - $3.23K
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Aug 12, 2019
12
$104.36 - $111.99 $1.25K - $1.34K
Dow Du Pont Inc
Q2 2019 Filed on Aug 12, 2019
496
N/A
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
Q2 2019 Filed on Aug 12, 2019
486
$11.98 - $16.08 $5.82K - $7.81K
DCI
Donaldson CO Inc

Industrials
Q2 2019 Filed on Aug 12, 2019
25
$47.45 - $53.82 $1.19K - $1.35K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 12, 2019
23
$95.32 - $112.71 $2.19K - $2.59K
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