Advisornet Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
101,536
+38
| +0% | +$1.41K | 0.24% | 83 |
|
|
2025
Q1 | $4.01M | Buy |
101,498
+866
| +0.9% | +$34.2K | 0.3% | 73 |
|
|
2024
Q4 | $3.65M | Sell |
100,632
-2,863
| -3% | -$104K | 0.31% | 77 |
|
|
2024
Q3 | $3.99M | Buy |
103,495
+57
| +0.1% | +$2.2K | 0.3% | 80 |
|
|
2024
Q2 | $3.86M | Sell |
103,438
-1,310
| -1% | -$48.9K | 0.35% | 70 |
|
|
2024
Q1 | $3.88M | Buy |
104,748
+63
| +0.1% | +$2.33K | 0.37% | 59 |
|
|
2023
Q4 | $3.91M | Buy |
104,685
+456
| +0.4% | +$17K | 0.36% | 63 |
|
|
2023
Q3 | $3.58M | Buy |
104,229
+3,817
| +4% | +$131K | 0.32% | 74 |
|
|
2023
Q2 | $4.01M | Sell |
100,412
-123
| -0.1% | -$4.91K | 0.34% | 78 |
|
|
2023
Q1 | $4.39M | Sell |
100,535
-789
| -0.8% | -$34.4K | 0.4% | 59 |
|
|
2022
Q4 | $4.84M | Buy |
101,324
+938
| +0.9% | +$44.8K | 0.48% | 47 |
|
|
2022
Q3 | $4.15M | Buy |
100,386
+200
| +0.2% | +$8.28K | 0.41% | 55 |
|
|
2022
Q2 | $4.59M | Buy |
100,186
+8
| +0% | +$367 | 0.45% | 52 |
|
|
2022
Q1 | $5.12M | Hold |
100,178
| – | – | 0.32% | 67 |
|
|
2021
Q4 | $5.38M | Buy |
100,178
+43,951
| +78% | +$2.36M | 0.33% | 69 |
|
|
2021
Q3 | $2.59M | Buy |
+56,227
| New | +$2.59M | 0.18% | 113 |
|
|
2021
Q2 | – | Sell |
-165
| Closed | -$7K | – | 1858 |
|
|
2021
Q1 | $7K | Sell |
165
-21
| -11% | -$891 | ﹤0.01% | 1439 |
|
|
2020
Q4 | $9K | Hold |
186
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q3 | $7K | Hold |
186
| – | – | ﹤0.01% | 1352 |
|
|
2020
Q2 | $8K | Hold |
186
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q1 | $8K | Hold |
186
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q4 | $9K | Sell |
186
-624
| -77% | -$30.2K | ﹤0.01% | 1411 |
|
|
2019
Q3 | $36K | Buy |
810
+610
| +305% | +$27.1K | ﹤0.01% | 1017 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1292 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 1237 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 1182 |
|
|
2017
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1048 |
|