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Wendell David Associates’s Southern Company SO Stock Holding History

Wendell David Associates’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,400
Closed -$238K – 137
2013
Q2 		$238K Buy
+5,400
New +$238K 0.06% 127