Chicago Partners Investment Group’s Essential Utilities WTRG Stock Holding History

Chicago Partners Investment Group’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	$220K	Buy
2025 Q2	–	Sell
2025 Q1	$230K	Buy
2024 Q4	–	Sell
2024 Q3	$302K	Buy
2018 Q3	–	Sell
2018 Q2	$31K	Hold
2018 Q1	$30K	Hold
2017 Q4	$34K	Hold
2017 Q3	$29K	Buy