Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
+8,671
| New | +$322K | ﹤0.01% | 1046 |
|
|
2025
Q1 | – | Sell |
-8,020
| Closed | -$291K | – | 1132 |
|
|
2024
Q4 | $291K | Buy |
+8,020
| New | +$291K | ﹤0.01% | 769 |
|
|
2024
Q3 | – | Sell |
-5,586
| Closed | -$209K | – | 874 |
|
|
2024
Q2 | $209K | Buy |
+5,586
| New | +$209K | ﹤0.01% | 704 |
|
|
2024
Q1 | – | Sell |
-7,024
| Closed | -$262K | – | 645 |
|
|
2023
Q4 | $262K | Buy |
+7,024
| New | +$262K | ﹤0.01% | 552 |
|