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IBEX Wealth Advisors’s Essential Utilities WTRG Stock Holding History

IBEX Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,221
Closed -$148K – 436
2021
Q3 		$148K Buy
+3,221
New +$148K 0.03% 201