Choate Investment Advisors’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,804	Closed	-$289K	–	412
2024 Q1	$289K	Buy	7,804 +1,726	+28%	+$63.9K	0.01%	338
2023 Q4	$227K	Buy	+6,078	New	+$227K	0.01%	348