AWM
ERH

Axxcess Wealth Management’s Allspring Utilities & High Income Fund ERH Stock Holding History

Axxcess Wealth Management’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-247,362
Closed -$2.34M – 878
2024
Q1 		$2.34M Sell
247,362
-8,426
-3% -$79.5K 0.06% 225
2023
Q4 		$2.36M Buy
255,788
+185,713
+265% +$1.71M 0.07% 218
2023
Q3 		$612K Buy
+70,075
New +$612K 0.02% 422