Clearstead 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 | $56.7K | Buy |
1,527
+1,462
| +2,249% | +$54.3K | ﹤0.01% | 1247 |
|
|
2025
Q1 | $2.57K | Buy |
+65
| New | +$2.57K | ﹤0.01% | 1849 |
|
|
2022
Q3 | – | Sell |
-2,317
| Closed | -$106K | – | 1378 |
|
|
2022
Q2 | $106K | Buy |
2,317
+14
| +0.6% | +$640 | 0.01% | 491 |
|
|
2022
Q1 | $118K | Buy |
2,303
+13
| +0.6% | +$666 | 0.01% | 511 |
|
|
2021
Q4 | $123K | Buy |
2,290
+13
| +0.6% | +$698 | 0.01% | 485 |
|
|
2021
Q3 | $105K | Buy |
2,277
+12
| +0.5% | +$553 | 0.01% | 473 |
|
|
2021
Q2 | $104K | Buy |
2,265
+12
| +0.5% | +$551 | 0.01% | 444 |
|
|
2021
Q1 | $101K | Buy |
2,253
+13
| +0.6% | +$583 | 0.01% | 439 |
|
|
2020
Q4 | $106K | Buy |
+2,240
| New | +$106K | 0.01% | 404 |
|