Avior Wealth Management’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 |
-26
| Closed | -$944 | – | 2359 |
|
|
2024
Q4 | $944 | Sell |
26
-239
| -90% | -$8.68K | ﹤0.01% | 2203 |
|
|
2024
Q3 | $10.2K | Sell |
265
-1,182
| -82% | -$45.6K | ﹤0.01% | 1553 |
|
|
2024
Q2 | $54K | Buy |
+1,447
| New | +$54K | ﹤0.01% | 1063 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$760 | – | 1690 |
|
|
2023
Q1 | $760 | Hold |
17
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q4 | $825 | Hold |
17
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1317 |
|
|
2022
Q2 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1250 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 1250 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1151 |
|