CX Institutional’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 | $39K | Hold |
1,062
| – | – | ﹤0.01% | 894 |
|
|
2025
Q1 | $42K | Buy |
+1,062
| New | +$42K | ﹤0.01% | 865 |
|
|
2022
Q3 | – | Sell |
-135
| Closed | -$6K | – | 1137 |
|
|
2022
Q2 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 1023 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$3K | – | 905 |
|
|
2021
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 892 |
|
|
2021
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 893 |
|
|
2021
Q1 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 819 |
|