Transcendent Capital Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-243	Closed	-$8.83K	–	425
2024 Q4	$8.83K	Hold	243	–	–	﹤0.01%	353
2024 Q3	$9.37K	Buy	243 +227	+1,419%	+$8.76K	﹤0.01%	363
2024 Q2	$597	Buy	+16	New	+$597	﹤0.01%	416