CAPTRUST Financial Advisors
WTRU

CAPTRUST Financial Advisors’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio WTRU Stock Details WTRU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$26K Hold
2021
Q4 		$28K Hold
2021
Q3 		$25K Sell
2021
Q2 		$122K Sell
2021
Q1 		$260K Hold
2020
Q4 		$282K Buy
2020
Q3 		$183K Sell
2020
Q2 		$208K Sell
2020
Q1 		$251K Buy