Bare Financial Services’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	$3.57K	Buy	+96	New	+$3.57K	﹤0.01%	624
2024 Q1	–	Sell	-678	Closed	-$25.3K	–	156
2023 Q4	$25.3K	Buy	+678	New	+$25.3K	0.05%	60