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Balasa Dinverno & Foltz’s Essential Utilities WTRG Stock Holding History

Balasa Dinverno & Foltz’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,174
Closed -$211K – 283
2020
Q1 		$211K Buy
+5,174
New +$211K 0.03% 228