EdgeRock Capital’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32
| Closed | -$1.19K | – | 291 |
|
|
2024
Q2 | $1.19K | Buy |
+32
| New | +$1.19K | ﹤0.01% | 272 |
|
|
2024
Q1 | – | Sell |
-32
| Closed | -$1.16K | – | 308 |
|
|
2023
Q4 | $1.16K | Buy |
+32
| New | +$1.16K | ﹤0.01% | 296 |
|
|
2022
Q4 | – | Sell |
-32
| Closed | -$1K | – | 400 |
|
|
2022
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 374 |
|