Wealth Preservation Advisors’s Essential Utilities WTRG Stock Holding History

Wealth Preservation Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$2.42K	Hold
2025 Q3	$2.51K	Hold
2025 Q2	$2.34K	Buy
2025 Q1	$2.02K	Buy