PWM
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PTM Wealth Management’s Essential Utilities WTRG Stock Holding History

PTM Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$233K Buy
6,333
+54
+0.9% +$1.99K 0.15% 44
2025
Q1 		$236K Buy
+6,279
New +$236K 0.25% 37