Avior Wealth Management’s Essential Utilities WTRG Stock Holding History

Avior Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$944	Sell
2024 Q3	$10.2K	Sell
2024 Q2	$54K	Buy
2023 Q2	–	Sell
2023 Q1	$760	Hold
2022 Q4	$825	Hold
2022 Q3	$0	Hold
2022 Q2	$0	Buy
2021 Q4	–	Sell
2021 Q3	$0	Hold
2021 Q2	$0	Buy