CWM
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Copia Wealth Management’s Essential Utilities WTRG Stock Holding History

Copia Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.13K Hold
138
– – ﹤0.01% 339
2025
Q1 		$5.46K Hold
138
– – 0.01% 326
2024
Q4 		$5.01K Buy
+138
New +$5.01K ﹤0.01% 313