Bell Investment Advisors’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 | $2.12K | Buy |
57
+13
| +30% | +$483 | ﹤0.01% | 1348 |
|
|
2025
Q1 | $1.74K | Hold |
44
| – | – | ﹤0.01% | 1356 |
|
|
2024
Q4 | $1.6K | Hold |
44
| – | – | ﹤0.01% | 1414 |
|
|
2024
Q3 | $1.7K | Hold |
44
| – | – | ﹤0.01% | 1413 |
|
|
2024
Q2 | $1.64K | Sell |
44
-13
| -23% | -$485 | ﹤0.01% | 1446 |
|
|
2024
Q1 | $2.11K | Buy |
57
+13
| +30% | +$482 | ﹤0.01% | 1335 |
|
|
2023
Q4 | $1.64K | Sell |
44
-123
| -74% | -$4.6K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $5.73K | Buy |
167
+63
| +61% | +$2.16K | ﹤0.01% | 738 |
|
|
2023
Q2 | $4.15K | Sell |
104
-11
| -10% | -$439 | ﹤0.01% | 916 |
|
|
2023
Q1 | $5.02K | Buy |
115
+11
| +11% | +$480 | ﹤0.01% | 789 |
|
|
2022
Q4 | $4.96K | Sell |
104
-115
| -53% | -$5.49K | ﹤0.01% | 814 |
|
|
2022
Q3 | $9K | Buy |
219
+116
| +113% | +$4.77K | ﹤0.01% | 461 |
|
|
2022
Q2 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 751 |
|
|
2021
Q4 | $6K | Buy |
120
+41
| +52% | +$2.05K | ﹤0.01% | 721 |
|
|
2021
Q3 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 848 |
|