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Amplius Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Amplius Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,779
Closed -$149K – 928
2021
Q4 		$149K Buy
+2,779
New +$149K 0.02% 209