NorthRock Partners’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	$227K	Buy	6,099 +571	+10%	+$21.2K	0.01%	608
2025 Q1	$219K	Buy	+5,528	New	+$219K	0.01%	540
2024 Q2	–	Sell	-6,219	Closed	-$230K	–	856
2024 Q1	$230K	Buy	+6,219	New	+$230K	0.01%	544