New England Capital Financial Advisors’s Essential Utilities WTRG Stock Holding History

New England Capital Financial Advisors’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 Q3	$6.26K	Hold
2025 Q2	$5.83K	Hold
2025 Q1	$6.21K	Hold
2024 Q4	$5.7K	Hold
2024 Q3	$6.06K	Hold
2024 Q2	$5.86K	Hold
2024 Q1	$5.82K	Hold
2023 Q4	$5.86K	Sell
2023 Q3	$5.7K	Buy