Horizon Investment Services’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,912	Closed	-$295K	–	137
2024 Q2	$295K	Buy	7,912 +57	+0.7%	+$2.13K	0.14%	95
2024 Q1	$291K	Buy	7,855 +1,220	+18%	+$45.2K	0.14%	94
2023 Q4	$248K	Buy	+6,635	New	+$248K	0.13%	98