Blue Trust Inc’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 | $37.2K | Buy |
1,002
+26
| +3% | +$966 | ﹤0.01% | 1524 |
|
|
2025
Q1 | $38.6K | Buy |
976
+266
| +37% | +$10.5K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $25.8K | Sell |
710
-489
| -41% | -$17.8K | ﹤0.01% | 1537 |
|
|
2024
Q3 | $44.8K | Buy |
1,199
+48
| +4% | +$1.79K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $42.7K | Buy |
1,151
+68
| +6% | +$2.52K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $40.1K | Sell |
1,083
-71
| -6% | -$2.63K | ﹤0.01% | 985 |
|
|
2023
Q4 | $39K | Buy |
1,154
+121
| +12% | +$4.09K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $41K | Buy |
1,033
+23
| +2% | +$913 | ﹤0.01% | 915 |
|
|
2023
Q2 | $44K | Sell |
1,010
-18
| -2% | -$784 | ﹤0.01% | 741 |
|
|
2023
Q1 | $50K | Buy |
1,028
+7
| +0.7% | +$340 | ﹤0.01% | 1039 |
|
|
2022
Q4 | $42K | Sell |
1,021
-76
| -7% | -$3.13K | ﹤0.01% | 994 |
|
|
2022
Q3 | $51K | Sell |
1,097
-45
| -4% | -$2.09K | ﹤0.01% | 746 |
|
|
2022
Q2 | $59K | Buy |
+1,142
| New | +$59K | ﹤0.01% | 646 |
|