True Wealth Design’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.3K	Buy	554 +4	+0.7%	+$157	0.01%	673
2025 Q4	$21.1K	Sell	550 -663	-55%	-$26.1K	0.01%	589
2025 Q3	$48.4K	Buy	1,213 +710	+141%	+$27.1K	0.01%	319
2025 Q2	$18.7K	Buy	503 +501	+25,050%	+$19.5K	0.01%	404
2025 Q1	$80	Sell	2 -13	-87%	-$477	﹤0.01%	2273
2024 Q4	$545	Hold	15	–	–	﹤0.01%	1079
2024 Q3	$579	Buy	15 +3	+25%	+$118	﹤0.01%	1074
2024 Q2	$448	Buy	12 +2	+20%	+$74	﹤0.01%	673
2024 Q1	$371	Sell	10 -237	-96%	-$8.59K	﹤0.01%	681
2023 Q4	$9.23K	Buy	247 +241	+4,017%	+$8.41K	﹤0.01%	235
2023 Q3	$206	Hold	6	–	–	﹤0.01%	631
2023 Q2	$240	Hold	6	–	–	﹤0.01%	626
2023 Q1	$262	Hold	6	–	–	﹤0.01%	676
2022 Q4	$286	Buy	+6	New	+$272	﹤0.01%	596