AWM
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Accurate Wealth Management’s Essential Utilities WTRG Stock Holding History

Accurate Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-251
Closed -$12.3K – 1478
2022
Q4 		$12.3K Buy
+251
New +$12.3K ﹤0.01% 815