Cornerstone Planning Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.71K	Buy	45 +30	+200%	+$1.14K	﹤0.01%	983
2025 Q1	$614	Buy	+15	New	+$614	﹤0.01%	1242