Wingate Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-482
Closed -$17.5K 464
2024
Q4
$17.5K Buy
+482
New +$17.5K 0.02% 300