Apella Capital’s Essential Utilities WTRG Stock Holding History

Apella Capital’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 Q3	$345K	Buy
2025 Q2	$298K	Buy
2025 Q1	$299K	Buy
2024 Q4	$275K	Sell
2024 Q3	$332K	Buy
2024 Q2	$316K	Hold
2024 Q1	$312K	Buy
2023 Q4	$314K	Buy
2023 Q3	$287K	Buy
2023 Q2	$332K	Buy
2022 Q4	$401K	Buy