Coastal Bridge Advisors’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
$407K Buy
10,965
+1
+0% +$37 0.03% 310
2025
Q1
$433K Buy
+10,964
New +$433K 0.11% 171