NWM
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Northcape Wealth Management’s Essential Utilities WTRG Stock Holding History

Northcape 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
Q1 		– Sell
-13,451
Closed -$489K – 137
2024
Q4 		$489K Buy
+13,451
New +$489K 0.16% 99