LGT Financial Advisors’s Essential Utilities WTRG Stock Holding History

LGT Financial Advisors’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	–	Sell
2025 Q2	$149	Buy
2025 Q1	–	Sell
2024 Q4	$5.01K	Sell
2024 Q3	$5.98K	Hold
2024 Q2	$5.79K	Sell
2024 Q1	$5.82K	Sell
2023 Q4	$12.7K	Sell
2023 Q3	$12.9K	Buy