Cetera Trust Company’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	$257K	Buy	6,920 +595	+9%	+$22.1K	0.15%	136
2025 Q1	$250K	Hold	6,325	–	–	0.16%	129
2024 Q4	$230K	Buy	6,325 +1,860	+42%	+$67.6K	0.15%	149
2024 Q3	$172K	Buy	4,465 +500	+13%	+$19.3K	0.11%	185
2024 Q2	$148K	Buy	+3,965	New	+$148K	0.09%	190