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Swan Capital’s Essential Utilities WTRG Stock Holding History

Swan Capital’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 		$14.9K Buy
401
+276
+221% +$10.3K 0.01% 136
2025
Q1 		$4.94K Hold
125
– – ﹤0.01% 191
2024
Q4 		$4.54K Hold
125
– – ﹤0.01% 182
2024
Q3 		$4.82K Hold
125
– – ﹤0.01% 181
2024
Q2 		$4.67K Buy
+125
New +$4.67K ﹤0.01% 171