Ledgewood Wealth 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	-5,206	Closed	-$206K	–	71
2025 Q1	$206K	Buy	+5,206	New	+$206K	0.13%	65
2024 Q4	–	Sell	-5,206	Closed	-$201K	–	72
2024 Q3	$201K	Buy	+5,206	New	+$201K	0.14%	68