Eastern Bank’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	$184K	Hold	4,952	–	–	﹤0.01%	365
2025 Q1	$196K	Sell	4,952 -6,298	-56%	-$249K	﹤0.01%	361
2024 Q4	$409K	Sell	11,250 -38,030	-77%	-$1.38M	0.01%	286
2024 Q3	$1.9M	Buy	+49,280	New	+$1.9M	0.03%	178