Rakuten Investment Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$283K	Buy	+7,198	New	+$283K	﹤0.01%	630
2024 Q3	$183K	Buy	4,754 +1,180	+33%	+$45.3K	﹤0.01%	497
2024 Q2	$134K	Buy	3,574 +1,327	+59%	+$49.6K	﹤0.01%	494
2024 Q1	$83.3K	Buy	2,247 +2,067	+1,148%	+$76.6K	﹤0.01%	501
2023 Q4	$6.78K	Buy	+180	New	+$6.78K	﹤0.01%	507