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High Net Worth Advisory Group’s Essential Utilities WTRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-190
Closed -$9K 731
2022
Q2
$9K Hold
190
﹤0.01% 544
2022
Q1
$10K Hold
190
﹤0.01% 534
2021
Q4
$10K Buy
+190
New +$10K ﹤0.01% 546