Westside Investment Management’s Essential Utilities WTRG Stock Holding History

Westside Investment Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.6K	Buy
2025 Q2	$8.55K	Buy
2023 Q2	–	Sell
2023 Q1	$6.81K	Hold
2022 Q4	$7	Hold
2022 Q3	$6	Buy