Concord Wealth Partners’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 | $13.3K | Buy |
358
+3
| +0.8% | +$112 | ﹤0.01% | 508 |
|
|
2025
Q1 | $14K | Buy |
355
+3
| +0.9% | +$119 | ﹤0.01% | 473 |
|
|
2024
Q4 | $12.8K | Buy |
352
+3
| +0.9% | +$109 | ﹤0.01% | 502 |
|
|
2024
Q3 | $13.5K | Buy |
349
+2
| +0.6% | +$77 | ﹤0.01% | 524 |
|
|
2024
Q2 | $12.9K | Buy |
347
+3
| +0.9% | +$112 | ﹤0.01% | 476 |
|
|
2024
Q1 | $12.7K | Buy |
344
+3
| +0.9% | +$111 | ﹤0.01% | 548 |
|
|
2023
Q4 | $12.7K | Buy |
341
+3
| +0.9% | +$112 | ﹤0.01% | 540 |
|
|
2023
Q3 | $11.6K | Buy |
338
+3
| +0.9% | +$103 | ﹤0.01% | 593 |
|
|
2023
Q2 | $13.4K | Buy |
335
+2
| +0.6% | +$80 | ﹤0.01% | 561 |
|
|
2023
Q1 | $14.5K | Buy |
333
+2
| +0.6% | +$87 | ﹤0.01% | 542 |
|
|
2022
Q4 | $15.8K | Buy |
+331
| New | +$15.8K | ﹤0.01% | 568 |
|
|
2022
Q3 | – | Sell |
-382
| Closed | -$17K | – | 1173 |
|
|
2022
Q2 | $17K | Buy |
382
+2
| +0.5% | +$89 | ﹤0.01% | 586 |
|
|
2022
Q1 | $19K | Sell |
380
-196
| -34% | -$9.8K | ﹤0.01% | 644 |
|
|
2021
Q4 | $31K | Buy |
+576
| New | +$31K | 0.01% | 555 |
|