Bay Harbor Wealth Management’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
$408 Buy
11
+4
+57% +$148 ﹤0.01% 710
2025
Q1
$276 Buy
+7
New +$276 ﹤0.01% 579