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Sanctuary Advisors’s Essential Utilities WTRG Stock Holding History

Sanctuary Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$739K Sell
20,841
-3,518
-14% -$125K ﹤0.01% 1441
2024
Q3 		$963K Buy
24,359
+6,900
+40% +$273K 0.01% 1266
2024
Q2 		$630K Buy
+17,459
New +$630K ﹤0.01% 1477