Voisard Asset Management Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,020	Closed	-$39.3K	–	682
2024 Q3	$39.3K	Buy	1,020 +20	+2%	+$771	0.02%	213
2024 Q2	$37.3K	Buy	+1,000	New	+$37.3K	0.02%	186