Avion Wealth’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 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1656 |
|
|
2024
Q2 | – | Sell |
-28
| Closed | -$2K | – | 1294 |
|
|
2024
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 801 |
|
|
2023
Q4 | $1K | Sell |
28
-43
| -61% | -$1.54K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $2K | Buy |
71
+43
| +154% | +$1.21K | ﹤0.01% | 540 |
|
|
2023
Q2 | $1K | Sell |
28
-10
| -26% | -$357 | ﹤0.01% | 669 |
|
|
2023
Q1 | $1K | Buy |
38
+10
| +36% | +$263 | ﹤0.01% | 497 |
|
|
2022
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 497 |
|
|
2022
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 502 |
|