Atria Wealth Solutions’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $763K | Sell |
|
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|
2023
Q4 | $823K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $788K | Buy |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $697K | Buy |
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