Atomi Financial Group’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 | $465K | Buy |
12,531
+1,065
| +9% | +$39.6K | 0.02% | 624 |
|
|
2025
Q1 | $453K | Buy |
11,466
+2,493
| +28% | +$98.6K | 0.02% | 575 |
|
|
2024
Q4 | $326K | Sell |
8,973
-427
| -5% | -$15.5K | 0.02% | 682 |
|
|
2024
Q3 | $363K | Buy |
9,400
+557
| +6% | +$21.5K | 0.02% | 588 |
|
|
2024
Q2 | $330K | Sell |
8,843
-1,653
| -16% | -$61.7K | 0.02% | 550 |
|
|
2024
Q1 | $389K | Buy |
+10,496
| New | +$389K | 0.04% | 432 |
|