Atria Investments’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$719K	Buy	+19,350	New	+$719K	0.01%	1223
2020 Q2	–	Sell	-8,203	Closed	-$334K	–	776
2020 Q1	$334K	Buy	+8,203	New	+$334K	0.03%	426