Synergy 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	–	Sell	-50	Closed	-$1.98K	–	575
2025 Q1	$1.98K	Hold	50	–	–	﹤0.01%	544
2024 Q4	$1.82K	Buy	+50	New	+$1.82K	﹤0.01%	573