Aigen Investment Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$815K	Buy	+20,239	New	+$797K	0.21%	131
2025 Q1	–	Sell	-6,781	Closed	-$246K	–	1074
2024 Q4	$246K	Sell	6,781 -23,254	-77%	-$903K	0.04%	540
2024 Q3	$1.16M	Buy	+30,035	New	+$1.18M	0.23%	124
2022 Q1	–	Sell	-12,059	Closed	-$613K	–	1144
2021 Q4	$613K	Buy	12,059 +6,936	+135%	+$337K	0.04%	568
2021 Q3	$236K	Buy	+5,123	New	+$248K	0.05%	388
2020 Q4	–	Sell	-13,172	Closed	-$530K	–	1122
2020 Q3	$530K	Buy	13,172 +6,908	+110%	+$297K	0.07%	383
2020 Q2	$265K	Buy	+6,264	New	+$265K	0.03%	640
2020 Q1	–	Sell	-6,709	Closed	-$315K	–	1608
2019 Q4	$315K	Buy	+6,709	New	+$302K	0.05%	428