Oak Hill 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
2023
Q2
Sell
-1,000
Closed -$437K 109
2023
Q1
$437K Buy
+1,000
New +$437K 0.17% 69