DiNuzzo Private Wealth’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 | $1.34K | Sell |
36
-3
| -8% | -$112 | ﹤0.01% | 766 |
|
|
2025
Q1 | $1.54K | Buy |
39
+6
| +18% | +$237 | ﹤0.01% | 681 |
|
|
2024
Q4 | $1.2K | Sell |
33
-1
| -3% | -$36 | ﹤0.01% | 779 |
|
|
2024
Q3 | $1.31K | Buy |
34
+2
| +6% | +$77 | ﹤0.01% | 763 |
|
|
2024
Q2 | $1.2K | Buy |
32
+2
| +7% | +$75 | ﹤0.01% | 723 |
|
|
2024
Q1 | $1.11K | Buy |
30
+3
| +11% | +$111 | ﹤0.01% | 693 |
|
|
2023
Q4 | $1.01K | Buy |
+27
| New | +$1.01K | ﹤0.01% | 701 |
|