Westside Investment Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.55K	Buy	+227	New	+$8.55K	﹤0.01%	993
2023 Q2	–	Sell	-156	Closed	-$6.81K	–	859
2023 Q1	$6.81K	Hold	156	–	–	﹤0.01%	658
2022 Q4	$7	Hold	156	–	–	﹤0.01%	662
2022 Q3	$6	Buy	+156	New	+$6	﹤0.01%	676