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Code Waechter’s Essential Utilities WTRG Stock Holding History

Code Waechter’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,089
Closed -$366K – 139
2024
Q4 		$366K Sell
10,089
-879
-8% -$31.9K 0.32% 68
2024
Q3 		$423K Buy
+10,968
New +$423K 0.4% 61