Atria Wealth Solutions’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,864
| Closed | -$504K | – | 2067 |
|
|
2024
Q4 | $504K | Buy |
+13,864
| New | +$504K | 0.01% | 1259 |
|
|
2024
Q2 | – | Sell |
-20,597
| Closed | -$763K | – | 2052 |
|
|
2024
Q1 | $763K | Sell |
20,597
-1,446
| -7% | -$53.6K | 0.01% | 1034 |
|
|
2023
Q4 | $823K | Buy |
22,043
+13,630
| +162% | +$509K | 0.01% | 946 |
|
|
2023
Q3 | $289K | Buy |
8,413
+177
| +2% | +$6.08K | ﹤0.01% | 1430 |
|
|
2023
Q2 | $329K | Sell |
8,236
-125
| -1% | -$4.99K | ﹤0.01% | 1372 |
|
|
2023
Q1 | $365K | Sell |
8,361
-8,142
| -49% | -$355K | 0.01% | 1308 |
|
|
2022
Q4 | $788K | Buy |
16,503
+4,644
| +39% | +$222K | 0.01% | 865 |
|
|
2022
Q3 | $491K | Sell |
11,859
-5,415
| -31% | -$224K | 0.01% | 1024 |
|
|
2022
Q2 | $792K | Buy |
17,274
+3,637
| +27% | +$167K | 0.01% | 777 |
|
|
2022
Q1 | $697K | Buy |
+13,637
| New | +$697K | 0.01% | 897 |
|