Stone House 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 Q2	$446	Buy	+12	New	+$446	﹤0.01%	490
2023 Q3	–	Sell	-110	Closed	-$4.4K	–	383
2023 Q2	$4.4K	Buy	110 +1	+0.9%	+$40	﹤0.01%	211
2023 Q1	$4.78K	Buy	+109	New	+$4.78K	﹤0.01%	205