WWM
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WT Wealth Management’s Southern Company SO Stock Holding History

WT Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,156
Closed -$1.17M – 105
2022
Q3 		$1.17M Buy
17,156
+93
+0.5% +$6.33K 0.59% 53
2022
Q2 		$1.22M Buy
+17,063
New +$1.22M 0.6% 63