Global Financial Private Client’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	–	Sell	-30	Closed	-$1.19K	–	1618
2025 Q1	$1.19K	Buy	30 +21	+233%	+$830	﹤0.01%	1017
2024 Q4	$327	Buy	+9	New	+$327	﹤0.01%	1090