Krilogy Financial’s Essential Utilities WTRG Stock Holding History

Krilogy Financial’s Portfolio WTRG Stock Details WTRG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$219K	Buy
2025 Q1	–	Sell
2024 Q4	$1.67M	Sell
2024 Q3	$1.8M	Buy
2024 Q2	$1.51M	Buy
2024 Q1	$868K	Buy
2023 Q4	$651K	Buy
2018 Q2	–	Sell
2018 Q1	$5K	Hold
2017 Q4	$6K	Buy