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Confluence Wealth Services’s Essential Utilities WTRG Stock Holding History

Confluence Wealth Services’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,511
Closed -$134K – 1183
2021
Q4 		$134K Buy
+2,511
New +$134K 0.04% 281