Archer Investment Corporation’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 | $248K | Buy |
6,684
+3
| +0% | +$111 | 0.06% | 243 |
|
|
2025
Q1 | $264K | Buy |
6,681
+6,382
| +2,134% | +$252K | 0.07% | 222 |
|
|
2024
Q4 | $10.9K | Buy |
299
+3
| +1% | +$109 | ﹤0.01% | 681 |
|
|
2024
Q3 | $11.4K | Buy |
296
+2
| +0.7% | +$77 | ﹤0.01% | 658 |
|
|
2024
Q2 | $11K | Buy |
294
+1
| +0.3% | +$37 | ﹤0.01% | 643 |
|
|
2024
Q1 | $10.9K | Sell |
293
-1,958
| -87% | -$72.6K | ﹤0.01% | 638 |
|
|
2023
Q4 | $84.1K | Buy |
2,251
+1
| +0% | +$37 | 0.03% | 329 |
|
|
2023
Q3 | $77.2K | Buy |
2,250
+111
| +5% | +$3.81K | 0.03% | 324 |
|
|
2023
Q2 | $85.4K | Buy |
2,139
+180
| +9% | +$7.18K | 0.03% | 303 |
|
|
2023
Q1 | $81.8K | Hold |
1,959
| – | – | 0.03% | 313 |
|
|
2022
Q4 | $93.5K | Hold |
1,959
| – | – | 0.04% | 279 |
|
|
2022
Q3 | $81.1K | Hold |
1,959
| – | – | 0.03% | 273 |
|
|
2022
Q2 | $89.8K | Hold |
1,959
| – | – | 0.04% | 265 |
|
|
2022
Q1 | $100K | Buy |
1,959
+1,250
| +176% | +$63.9K | 0.04% | 272 |
|
|
2021
Q4 | $38.1K | Hold |
709
| – | – | 0.01% | 404 |
|
|
2021
Q3 | $32.7K | Hold |
709
| – | – | 0.01% | 412 |
|
|
2021
Q2 | $32.4K | Hold |
709
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $31.7K | Hold |
709
| – | – | 0.01% | 409 |
|
|
2020
Q4 | $33.5K | Hold |
709
| – | – | 0.02% | 371 |
|
|
2020
Q3 | $28.5K | Hold |
709
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $29.9K | Hold |
709
| – | – | 0.02% | 308 |
|
|
2020
Q1 | $29K | Hold |
709
| – | – | 0.02% | 296 |
|
|
2019
Q4 | $33K | Buy |
+709
| New | +$33K | 0.02% | 343 |
|