Zacks 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
2024 Q3	–	Sell	-5,544	Closed	-$207K	–	779
2024 Q2	$207K	Sell	5,544 -12	-0.2%	-$448	﹤0.01%	570
2024 Q1	$206K	Buy	+5,556	New	+$206K	﹤0.01%	598
2016 Q1	–	Sell	-9,102	Closed	-$271K	–	693
2015 Q4	$271K	Buy	+9,102	New	+$271K	0.01%	479