BFSG LLC’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 | $75.1K | Buy |
2,022
+569
| +39% | +$21.1K | 0.01% | 357 |
|
|
2025
Q1 | $57.4K | Buy |
1,453
+263
| +22% | +$10.4K | 0.01% | 364 |
|
|
2024
Q4 | $43.2K | Hold |
1,190
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $45.9K | Buy |
1,190
+727
| +157% | +$28K | 0.01% | 386 |
|
|
2024
Q2 | $17.3K | Sell |
463
-41
| -8% | -$1.53K | ﹤0.01% | 431 |
|
|
2024
Q1 | $18.7K | Hold |
504
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $18.8K | Buy |
+504
| New | +$18.8K | ﹤0.01% | 419 |
|