SWM
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Sanctuary Wealth Management’s Essential Utilities WTRG Stock Holding History

Sanctuary 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
2024
Q4 		– Sell
-1,299
Closed -$50.1K – 303
2024
Q3 		$50.1K Buy
+1,299
New +$50.1K 0.04% 98