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Northwest Financial Advisors’s Essential Utilities WTRG Stock Holding History

Northwest Financial 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
Q1 		– Sell
-1,183
Closed -$44.2K – 544
2023
Q4 		$44.2K Buy
+1,183
New +$44.2K 0.04% 223