Bleakley Financial Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,006	Closed	-$363K	–	1024
2024 Q4	$363K	Sell	10,006 -465	-4%	-$16.9K	0.01%	718
2024 Q3	$404K	Sell	10,471 -49	-0.5%	-$1.89K	0.01%	663
2024 Q2	$393K	Sell	10,520 -1,324	-11%	-$49.4K	0.01%	681
2024 Q1	$439K	Buy	+11,844	New	+$439K	0.01%	653