Arax Advisory Partners’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 | $20.1K | Buy |
542
+1
| +0.2% | +$37 | ﹤0.01% | 1662 |
|
|
2025
Q1 | $21.4K | Sell |
541
-619
| -53% | -$24.5K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $42.1K | Sell |
1,160
-466
| -29% | -$16.9K | ﹤0.01% | 953 |
|
|
2024
Q3 | $62.7K | Buy |
1,626
+1
| +0.1% | +$39 | 0.01% | 632 |
|
|
2024
Q2 | $60.7K | Buy |
1,625
+1,509
| +1,301% | +$56.3K | 0.01% | 598 |
|
|
2024
Q1 | $4.3K | Buy |
116
+1
| +0.9% | +$37 | ﹤0.01% | 934 |
|
|
2023
Q4 | $4.3K | Buy |
+115
| New | +$4.3K | ﹤0.01% | 913 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$14K | – | 1084 |
|
|
2021
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 622 |
|
|
2020
Q3 | – | Sell |
-143
| Closed | -$6K | – | 717 |
|
|
2020
Q2 | $6K | Buy |
+143
| New | +$6K | ﹤0.01% | 586 |
|
|
2020
Q1 | – | Sell |
-222
| Closed | -$10K | – | 724 |
|
|
2019
Q4 | $10K | Buy |
222
+1
| +0.5% | +$45 | ﹤0.01% | 468 |
|
|
2019
Q3 | $10K | Sell |
221
-220
| -50% | -$9.96K | ﹤0.01% | 463 |
|
|
2019
Q2 | $18K | Buy |
+441
| New | +$18K | 0.01% | 421 |
|
|
2018
Q4 | $28K | Buy |
808
+2
| +0.2% | +$69 | 0.01% | 337 |
|
|
2018
Q3 | $30K | Buy |
+806
| New | +$30K | 0.01% | 356 |
|