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Triad Wealth Partners’s Essential Utilities WTRG Stock Holding History

Triad Wealth Partners’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
-59
Closed -$2.2K – 957
2024
Q2 		$2.2K Buy
+59
New +$2.2K ﹤0.01% 742