Darwin 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 | $8.36K | Hold |
225
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $8.17K | Hold |
225
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $8.17K | Sell |
225
-508
| -69% | -$18.5K | ﹤0.01% | 396 |
|
|
2024
Q3 | $28.3K | Buy |
+733
| New | +$28.3K | 0.01% | 282 |
|
|
2020
Q2 | – | Sell |
-733
| Closed | -$29K | – | 799 |
|
|
2020
Q1 | $29K | Buy |
+733
| New | +$29K | 0.01% | 308 |
|