Byrne Asset Management’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 | $46.1K | Sell |
1,240
-662
| -35% | -$24.6K | 0.03% | 251 |
|
|
2025
Q1 | $75.2K | Buy |
1,902
+1,782
| +1,485% | +$70.4K | 0.06% | 170 |
|
|
2024
Q4 | $4.36K | Buy |
120
+10
| +9% | +$363 | ﹤0.01% | 465 |
|
|
2024
Q3 | $4.24K | Buy |
+110
| New | +$4.24K | ﹤0.01% | 465 |
|
|
2023
Q2 | – | Sell |
-345
| Closed | -$15K | – | 637 |
|
|
2023
Q1 | $15K | Hold |
345
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $16.5K | Buy |
+345
| New | +$16.5K | 0.01% | 338 |
|