Apella Capital’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 | $298K | Buy |
8,087
+173
| +2% | +$6.38K | 0.01% | 354 |
|
|
2025
Q1 | $299K | Buy |
7,914
+334
| +4% | +$12.6K | 0.01% | 306 |
|
|
2024
Q4 | $275K | Sell |
7,580
-1,000
| -12% | -$36.3K | 0.01% | 295 |
|
|
2024
Q3 | $332K | Buy |
8,580
+75
| +0.9% | +$2.9K | 0.01% | 257 |
|
|
2024
Q2 | $316K | Hold |
8,505
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $312K | Buy |
8,505
+76
| +0.9% | +$2.79K | 0.02% | 241 |
|
|
2023
Q4 | $314K | Buy |
8,429
+71
| +0.8% | +$2.65K | 0.02% | 233 |
|
|
2023
Q3 | $287K | Buy |
8,358
+39
| +0.5% | +$1.34K | 0.02% | 218 |
|
|
2023
Q2 | $332K | Buy |
+8,319
| New | +$332K | 0.02% | 202 |
|
|
2022
Q4 | $401K | Buy |
+8,407
| New | +$401K | 0.04% | 167 |
|