GFWA
WTRG icon

Grey Fox Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Grey Fox Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,963
Closed -$173K – 525
2023
Q1 		$173K Hold
3,963
– – 0.1% 106
2022
Q4 		$189K Buy
+3,963
New +$189K 0.12% 99