Cedar Mountain Advisors’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 | $6.26K | Buy |
168
+1
| +0.6% | +$37 | ﹤0.01% | 249 |
|
|
2025
Q1 | $6.6K | Buy |
167
+1
| +0.6% | +$40 | ﹤0.01% | 227 |
|
|
2024
Q4 | $6.02K | Buy |
166
+156
| +1,560% | +$5.65K | ﹤0.01% | 245 |
|
|
2024
Q3 | $380 | Buy |
10
+1
| +11% | +$38 | ﹤0.01% | 318 |
|
|
2024
Q2 | $317 | Buy |
9
+2
| +29% | +$70 | ﹤0.01% | 320 |
|
|
2024
Q1 | $266 | Buy |
7
+1
| +17% | +$38 | ﹤0.01% | 329 |
|
|
2023
Q4 | $216 | Buy |
6
+2
| +50% | +$72 | ﹤0.01% | 309 |
|
|
2023
Q3 | $152 | Buy |
4
+1
| +33% | +$38 | ﹤0.01% | 301 |
|
|
2023
Q2 | $123 | Buy |
3
+1
| +50% | +$41 | ﹤0.01% | 289 |
|
|
2023
Q1 | $86 | Buy |
2
+1
| +100% | +$43 | ﹤0.01% | 287 |
|
|
2022
Q4 | $44 | Buy |
+1
| New | +$44 | ﹤0.01% | 302 |
|