Caldwell Trust’s Essential Utilities WTRG Stock Holding History

Caldwell Trust’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.9K	Buy	+400
2021 Q1	–	Sell	-39
2020 Q4	$1.84K	Hold	39
2020 Q3	$1.57K	Sell	39 -268
2020 Q2	$13K	Hold	307
2020 Q1	$12.5K	Hold	307
2019 Q4	$14.4K	Buy	+307