Whipplewood Advisors’s Essential Utilities WTRG Stock Holding History

Whipplewood Advisors’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 Q2	$297	Buy
2025 Q1	$316	Sell
2024 Q4	$291	Buy