Independent Advisor Alliance’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	$438K	Buy	11,782 +980	+9%	+$36.4K	0.01%	620
2025 Q1	$427K	Buy	10,802 +107	+1%	+$4.23K	0.01%	567
2024 Q4	$388K	Buy	+10,695	New	+$388K	0.01%	1037
2020 Q1	–	Sell	-4,359	Closed	-$205K	–	855
2019 Q4	$205K	Buy	+4,359	New	+$205K	0.01%	815