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Asset Planning Inc’s Essential Utilities WTRG Stock Holding History

Asset Planning Inc’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.2K Hold
625
– – 0.02% 198
2025
Q1 		$24.7K Hold
625
– – 0.02% 196
2024
Q4 		$22.7K Buy
+625
New +$22.7K 0.02% 202