American Capital Advisory’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372 Buy
10
+6
+150% +$223 ﹤0.01% 686
2025
Q1
$159 Buy
+4
New +$159 ﹤0.01% 765