Caldwell Trust’s Essential Utilities WTRG Stock Holding History

Caldwell Trust’s Portfolio WTRG Stock Details WTRG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16K	Hold
2025 Q2	$14.9K	Buy
2021 Q1	–	Sell
2020 Q4	$1.84K	Hold
2020 Q3	$1.57K	Sell
2020 Q2	$13K	Hold
2020 Q1	$12.5K	Hold
2019 Q4	$14.4K	Buy