HWM
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Hemington Wealth Management’s Essential Utilities WTRG Stock Holding History

Hemington Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13K Buy
355
+34
+11% +$1.25K ﹤0.01% 775
2025
Q1 		$12K Buy
321
+81
+34% +$3.03K ﹤0.01% 769
2024
Q4 		$8K Buy
240
+26
+12% +$867 ﹤0.01% 872
2024
Q3 		$8K Buy
+214
New +$8K ﹤0.01% 797