Creative Financial Designs’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 | $76.1K | Sell |
2,049
-4
| -0.2% | -$149 | 0.01% | 740 |
|
|
2025
Q1 | $81.2K | Buy |
2,053
+17
| +0.8% | +$672 | 0.01% | 674 |
|
|
2024
Q4 | $74K | Sell |
2,036
-90
| -4% | -$3.27K | 0.01% | 677 |
|
|
2024
Q3 | $82K | Sell |
2,126
-70
| -3% | -$2.7K | 0.01% | 641 |
|
|
2024
Q2 | $82K | Buy |
2,196
+1,923
| +704% | +$71.8K | 0.01% | 627 |
|
|
2024
Q1 | $10.1K | Buy |
273
+138
| +102% | +$5.12K | ﹤0.01% | 1135 |
|
|
2023
Q4 | $5.06K | Sell |
135
-85
| -39% | -$3.18K | ﹤0.01% | 1259 |
|
|
2023
Q3 | $7.56K | Sell |
220
-120
| -35% | -$4.12K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $13.6K | Buy |
340
+50
| +17% | +$1.99K | ﹤0.01% | 934 |
|
|
2023
Q1 | $12.6K | Buy |
290
+2
| +0.7% | +$87 | ﹤0.01% | 907 |
|
|
2022
Q4 | $13.7K | Buy |
288
+2
| +0.7% | +$95 | ﹤0.01% | 843 |
|
|
2022
Q3 | $12K | Buy |
286
+1
| +0.4% | +$42 | ﹤0.01% | 863 |
|
|
2022
Q2 | $13K | Buy |
285
+2
| +0.7% | +$91 | ﹤0.01% | 824 |
|
|
2022
Q1 | $14K | Buy |
283
+2
| +0.7% | +$99 | ﹤0.01% | 843 |
|
|
2021
Q4 | $15K | Sell |
281
-278
| -50% | -$14.8K | ﹤0.01% | 827 |
|
|
2021
Q3 | $26K | Buy |
559
+3
| +0.5% | +$140 | ﹤0.01% | 800 |
|
|
2021
Q2 | $25K | Buy |
556
+2
| +0.4% | +$90 | ﹤0.01% | 799 |
|
|
2021
Q1 | $25K | Buy |
554
+236
| +74% | +$10.7K | ﹤0.01% | 731 |
|
|
2020
Q4 | $15K | Buy |
318
+317
| +31,700% | +$15K | ﹤0.01% | 782 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1329 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 648 |
|