Castleview Partners’s Essential Utilities WTRG Stock Holding History

Castleview Partners’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 Q1	–	Sell
2024 Q4	$13.4K	Buy
2024 Q3	$13.6K	Buy
2024 Q2	$9.41K	Buy
2024 Q1	$5.78K	Buy
2023 Q4	$3.47K	Buy
2022 Q1	–	Sell
2021 Q4	$285	Buy