Center for Financial Planning’s Essential Utilities WTRG Stock Holding History

Center for Financial Planning’s Portfolio WTRG Stock Details WTRG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.05K	Buy
2021 Q2	–	Sell
2021 Q1	$15K	Hold
2020 Q4	$16K	Hold
2020 Q3	$13K	Hold
2020 Q2	$14K	Hold
2020 Q1	$14K	Hold
2019 Q4	$16K	Buy