Cassady Schiller Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22.7K | Hold |
625
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $24.1K | Hold |
625
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $23.3K | Hold |
625
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $23.2K | Hold |
625
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $23.3K | Hold |
625
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $21.5K | Hold |
625
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $24.9K | Hold |
625
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $27.3K | Hold |
625
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $29.8K | Buy |
+625
| New | +$29.8K | 0.02% | 235 |
|
|
2022
Q1 | – | Sell |
-625
| Closed | -$34K | – | 612 |
|
|
2021
Q4 | $34K | Buy |
+625
| New | +$34K | 0.02% | 231 |
|