Axxcess Wealth Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
21,313
-294
| -1% | -$10.9K | 0.02% | 485 |
|
|
2025
Q1 | $854K | Sell |
21,607
-1,695
| -7% | -$67K | 0.02% | 432 |
|
|
2024
Q4 | $846K | Sell |
23,302
-327
| -1% | -$11.9K | 0.02% | 435 |
|
|
2024
Q3 | $911K | Buy |
23,629
+5
| +0% | +$193 | 0.02% | 405 |
|
|
2024
Q2 | $882K | Sell |
23,624
-795
| -3% | -$29.7K | 0.02% | 403 |
|
|
2024
Q1 | $905K | Buy |
24,419
+5
| +0% | +$185 | 0.02% | 395 |
|
|
2023
Q4 | $912K | Buy |
+24,414
| New | +$912K | 0.03% | 374 |
|
|
2023
Q1 | – | Sell |
-4,492
| Closed | -$214K | – | 690 |
|
|
2022
Q4 | $214K | Buy |
+4,492
| New | +$214K | 0.02% | 542 |
|
|
2022
Q2 | – | Sell |
-8,646
| Closed | -$442K | – | 679 |
|
|
2022
Q1 | $442K | Sell |
8,646
-1,749
| -17% | -$89.4K | 0.03% | 375 |
|
|
2021
Q4 | $558K | Buy |
+10,395
| New | +$558K | 0.04% | 331 |
|