AlphaQuest’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 | – | Sell |
-152
| Closed | -$6.01K | – | 2177 |
|
|
2025
Q1 | $6.01K | Buy |
+152
| New | +$6.01K | ﹤0.01% | 1844 |
|
|
2024
Q4 | – | Sell |
-16,334
| Closed | -$630K | – | 2051 |
|
|
2024
Q3 | $630K | Buy |
+16,334
| New | +$630K | 0.06% | 561 |
|
|
2024
Q2 | – | Sell |
-34
| Closed | -$1.26K | – | 1932 |
|
|
2024
Q1 | $1.26K | Sell |
34
-935
| -96% | -$34.7K | ﹤0.01% | 1272 |
|
|
2023
Q4 | $36.2K | Buy |
+969
| New | +$36.2K | 0.01% | 920 |
|