TIAA Trust, National Association
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TIAA Trust, National Association’s Essential Utilities WTRG Stock Holding History

TIAA Trust, National Association’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,269
Closed -$306K – 653
2024
Q1 		$306K Sell
8,269
-2,563
-24% -$95K ﹤0.01% 514
2023
Q4 		$405K Sell
10,832
-2,258
-17% -$84.3K ﹤0.01% 446
2023
Q3 		$449K Buy
+13,090
New +$449K ﹤0.01% 425