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Whipplewood Advisors’s Essential Utilities WTRG Stock Holding History

Whipplewood Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$297 Buy
8
+4
+100% +$149 ﹤0.01% 1154
2025
Q1 		$316 Sell
4
-4
-50% -$316 ﹤0.01% 1168
2024
Q4 		$291 Buy
+8
New +$291 ﹤0.01% 1150