Beaird Harris Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,328
Closed -$125K 739
2021
Q4
$125K Buy
+2,328
New +$125K 0.05% 144