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LVW Advisors’s Essential Utilities WTRG Stock Holding History

LVW Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,000
Closed -$261K – 317
2024
Q2 		$261K Hold
7,000
– – 0.04% 248
2024
Q1 		$259K Hold
7,000
– – 0.04% 245
2023
Q4 		$261K Buy
+7,000
New +$261K 0.05% 223