Redwood Wealth Management Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,659	Closed	-$174K	–	1105
2024 Q2	$174K	Buy	+4,659	New	+$174K	0.13%	124
2023 Q2	–	Sell	-4,596	Closed	-$201K	–	163
2023 Q1	$201K	Hold	4,596	–	–	0.23%	123
2022 Q4	$219K	Buy	+4,596	New	+$219K	0.27%	102