Cape Investment Advisory’s Essential Utilities WTRG Stock Holding History

Cape Investment Advisory’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
2026 Q1	–	Sell
2025 Q4	$6.66K	Buy
2025 Q3	–	Sell
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