PWA
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Principia Wealth Advisory’s Essential Utilities WTRG Stock Holding History

Principia Wealth Advisory’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 		$1.71K Buy
46
+26
+130% +$965 ﹤0.01% 418
2025
Q1 		$755 Buy
20
+19
+1,900% +$717 ﹤0.01% 462
2024
Q4 		$36 Buy
+1
New +$36 ﹤0.01% 771