Carolinas Wealth Consulting’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 | – | Sell |
-69
| Closed | -$2.73K | – | 970 |
|
|
2025
Q1 | $2.73K | Sell |
69
-1,146
| -94% | -$45.3K | ﹤0.01% | 729 |
|
|
2024
Q4 | $44.1K | Hold |
1,215
| – | – | 0.01% | 382 |
|
|
2024
Q3 | $46.9K | Hold |
1,215
| – | – | 0.01% | 375 |
|
|
2024
Q2 | $45.4K | Buy |
1,215
+14
| +1% | +$523 | 0.01% | 380 |
|
|
2024
Q1 | $44.5K | Buy |
1,201
+35
| +3% | +$1.3K | 0.01% | 393 |
|
|
2023
Q4 | $43.6K | Hold |
1,166
| – | – | 0.01% | 355 |
|
|
2023
Q3 | $39K | Hold |
1,166
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $46.5K | Hold |
1,166
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $50.9K | Hold |
1,166
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $55.7K | Hold |
1,166
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $48K | Hold |
1,166
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $53K | Sell |
1,166
-1
| -0.1% | -$45 | 0.01% | 322 |
|
|
2022
Q1 | $60K | Hold |
1,167
| – | – | 0.01% | 326 |
|
|
2021
Q4 | $63K | Sell |
1,167
-55
| -5% | -$2.97K | 0.01% | 335 |
|
|
2021
Q3 | $56K | Buy |
1,222
+1
| +0.1% | +$46 | 0.01% | 329 |
|
|
2021
Q2 | $56K | Hold |
1,221
| – | – | 0.01% | 352 |
|
|
2021
Q1 | $55K | Hold |
1,221
| – | – | 0.01% | 345 |
|
|
2020
Q4 | $58K | Buy |
1,221
+1
| +0.1% | +$48 | 0.02% | 320 |
|
|
2020
Q3 | $49K | Hold |
1,220
| – | – | 0.02% | 288 |
|
|
2020
Q2 | $52K | Buy |
+1,220
| New | +$52K | 0.02% | 199 |
|