NORTHCAPE WEALTH MANAGEMENT, LLC WTRG Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Essential Utilities Inc Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held - shares of Essential Utilities Inc(WTRG), totaling N/A. This investment constitutes 0% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Essential Utilities Inc(WTRG) stock.
The initial trade took place in 2024Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 1 purchases of WTRG, at an average price of $38.82, for a total of 13,451.00 shares. In addition, there have been 1 sales at an average price of $36.73 for 13,451.00 shares. Based on historical transaction data and WTRG's current price of $37.54, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his WTRG holdings is $-28,112.59, reflecting a -5.38% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC WTRG ($37.54) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC WTRG ($37.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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