IEQ Capital’s Essential Utilities WTRG Stock Holding History

IEQ Capital’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 Q2	$458K	Buy
2025 Q1	$485K	Buy
2024 Q4	$439K	Buy
2024 Q3	$463K	Buy
2024 Q2	$445K	Buy
2024 Q1	$437K	Buy
2023 Q4	$439K	Sell
2023 Q3	$576K	Buy
2023 Q2	$667K	Buy