TWM
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Tradition Wealth Management’s Essential Utilities WTRG Stock Holding History

Tradition 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
Q1 		– Sell
-955
Closed -$36K – 1198
2023
Q4 		$36K Buy
955
+679
+246% +$25.6K ﹤0.01% 707
2023
Q3 		$9K Buy
+276
New +$9K ﹤0.01% 1047