Summit Trail Advisors’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	$231K	Buy	+6,222	New	+$231K	﹤0.01%	1010
2018 Q1	–	Sell	-128	Closed	-$5K	–	1676
2017 Q4	$5K	Buy	+128	New	+$5K	﹤0.01%	1436