EverSource Wealth Advisors’s Essential Utilities WTRG Stock Holding History

EverSource Wealth 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	$102K	Buy
2025 Q1	$40.5K	Buy
2024 Q4	$23.3K	Buy
2024 Q3	$13K	Buy
2024 Q2	$13.3K	Buy
2024 Q1	$9.8K	Sell
2023 Q4	$24.2K	Buy
2023 Q3	$12.7K	Buy
2023 Q2	$399	Hold
2023 Q1	$437	Buy