Cape Investment Advisory’s Essential Utilities WTRG Stock Holding History

Cape Investment Advisory’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.45K	Hold
2025 Q1	$6.86K	Hold
2024 Q4	$6.3K	Hold
2024 Q3	$6.69K	Hold
2024 Q2	$6.48K	Hold
2024 Q1	$6.43K	Buy