Clearstead Advisors’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.3K	Sell	975 -1,018	-51%	-$40.1K	﹤0.01%	1324
2025 Q4	$76.5K	Sell	1,993 -160	-7%	-$6.3K	﹤0.01%	1216
2025 Q3	$85.9K	Buy	2,153 +626	+41%	+$23.9K	﹤0.01%	1095
2025 Q2	$56.7K	Buy	1,527 +1,462	+2,249%	+$56.9K	﹤0.01%	1251
2025 Q1	$2.57K	Buy	+65	New	+$2.39K	﹤0.01%	1853
2022 Q3	–	Sell	-2,317	Closed	-$106K	–	1380
2022 Q2	$106K	Buy	2,317 +14	+0.6%	+$650	0.01%	493
2022 Q1	$118K	Buy	2,303 +13	+0.6%	+$627	0.01%	513
2021 Q4	$123K	Buy	2,290 +13	+0.6%	+$631	0.01%	488
2021 Q3	$105K	Buy	2,277 +12	+0.5%	+$581	0.01%	475
2021 Q2	$104K	Buy	2,265 +12	+0.5%	+$563	0.01%	444
2021 Q1	$101K	Buy	2,253 +13	+0.6%	+$587	0.01%	439
2020 Q4	$106K	Buy	+2,240	New	+$99.5K	0.01%	404