Aspire Private Capital’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$845K Hold
2025
Q2
$786K Hold
2025
Q1
$837K Hold
2024
Q4
$769K Hold
2024
Q3
$817K Hold
2024
Q2
$791K Hold
2024
Q1
$785K Hold
2023
Q4
$791K Buy