Halbert Hargrove Global Advisors’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
-60
Closed -$2.37K 670
2025
Q1
$2.37K Buy
+60
New +$2.37K ﹤0.01% 378