Covestor’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 | $13K | Sell |
350
-10
| -3% | -$371 | 0.01% | 1438 |
|
|
2025
Q1 | $14K | Buy |
360
+48
| +15% | +$1.87K | 0.01% | 1324 |
|
|
2024
Q4 | $11K | Buy |
312
+4
| +1% | +$141 | 0.01% | 1511 |
|
|
2024
Q3 | $12K | Sell |
308
-10
| -3% | -$390 | 0.01% | 1464 |
|
|
2024
Q2 | $12K | Sell |
318
-106
| -25% | -$4K | 0.01% | 1438 |
|
|
2024
Q1 | $16K | Buy |
424
+103
| +32% | +$3.89K | 0.01% | 1302 |
|
|
2023
Q4 | $12K | Buy |
321
+9
| +3% | +$336 | 0.01% | 1452 |
|
|
2023
Q3 | $11K | Sell |
312
-48
| -13% | -$1.69K | 0.01% | 1397 |
|
|
2023
Q2 | $14K | Buy |
360
+27
| +8% | +$1.05K | 0.01% | 1304 |
|
|
2023
Q1 | $15K | Sell |
333
-3
| -0.9% | -$135 | 0.01% | 1126 |
|
|
2022
Q4 | $16K | Sell |
336
-1
| -0.3% | -$48 | 0.01% | 1118 |
|
|
2022
Q3 | $14K | Sell |
337
-457
| -58% | -$19K | 0.01% | 1135 |
|
|
2022
Q2 | $36K | Sell |
794
-382
| -32% | -$17.3K | 0.03% | 828 |
|
|
2022
Q1 | $60K | Buy |
1,176
+376
| +47% | +$19.2K | 0.04% | 739 |
|
|
2021
Q4 | $43K | Buy |
+800
| New | +$43K | 0.06% | 633 |
|