Aspire Private Capital’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 | $786K | Hold |
21,176
| – | – | 0.18% | 114 |
|
|
2025
Q1 | $837K | Hold |
21,176
| – | – | 0.21% | 103 |
|
|
2024
Q4 | $769K | Hold |
21,176
| – | – | 0.19% | 95 |
|
|
2024
Q3 | $817K | Hold |
21,176
| – | – | 0.19% | 91 |
|
|
2024
Q2 | $791K | Hold |
21,176
| – | – | 0.2% | 84 |
|
|
2024
Q1 | $785K | Hold |
21,176
| – | – | 0.21% | 84 |
|
|
2023
Q4 | $791K | Buy |
+21,176
| New | +$791K | 0.23% | 67 |
|