Sonen Capital’s Essential Utilities WTRG Stock Holding History

Sonen Capital’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
2023 Q4	$806K	Hold
2023 Q3	$741K	Buy
2023 Q2	$737K	Buy
2023 Q1	$775K	Sell
2022 Q4	$972K	Buy
2022 Q3	$817K	Buy
2022 Q2	$751K	Sell
2022 Q1	$857K	Buy
2021 Q4	$805K	Buy