Bruce G. Allen Investments’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 | $12.6K | Sell |
339
-35
| -9% | -$1.3K | 0.01% | 446 |
|
|
2025
Q1 | $14.8K | Hold |
374
| – | – | 0.01% | 417 |
|
|
2024
Q4 | $13.6K | Hold |
374
| – | – | 0.01% | 433 |
|
|
2024
Q3 | $14.4K | Hold |
374
| – | – | 0.01% | 429 |
|
|
2024
Q2 | $14K | Hold |
374
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $13.9K | Hold |
374
| – | – | 0.01% | 421 |
|
|
2023
Q4 | $14K | Buy |
+374
| New | +$14K | 0.01% | 424 |
|