Colony Family Offices’s Essential Utilities WTRG Stock Holding History

Colony Family Offices’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
2023 Q2	–	Sell
2023 Q1	$818K	Hold
2022 Q4	$894K	Buy
2022 Q3	$771K	Sell
2022 Q2	$857K	Buy
2021 Q2	–	Sell
2021 Q1	$873K	Buy