Cape Investment Advisory’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45K | Hold |
174
| – | – | ﹤0.01% | 708 |
|
|
2025
Q1 | $6.86K | Hold |
174
| – | – | ﹤0.01% | 674 |
|
|
2024
Q4 | $6.3K | Hold |
174
| – | – | ﹤0.01% | 686 |
|
|
2024
Q3 | $6.69K | Hold |
174
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $6.48K | Hold |
174
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $6.43K | Buy |
+174
| New | +$6.43K | ﹤0.01% | 612 |
|