Clearstead Advisors’s Essential Utilities WTRG Stock Holding History

Clearstead Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$56.7K	Buy
2025 Q1	$2.57K	Buy
2022 Q3	–	Sell
2022 Q2	$106K	Buy
2022 Q1	$118K	Buy
2021 Q4	$123K	Buy
2021 Q3	$105K	Buy
2021 Q2	$104K	Buy
2021 Q1	$101K	Buy
2020 Q4	$106K	Buy