Equitable Holdings’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 | $241K | Buy |
6,476
+1,371
| +27% | +$50.9K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $202K | Buy |
+5,105
| New | +$202K | ﹤0.01% | 1258 |
|
|
2024
Q4 | – | Sell |
-7,483
| Closed | -$289K | – | 1341 |
|
|
2024
Q3 | $289K | Buy |
7,483
+2,028
| +37% | +$78.2K | ﹤0.01% | 1053 |
|
|
2024
Q2 | $204K | Buy |
5,455
+35
| +0.6% | +$1.31K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $201K | Sell |
5,420
-198
| -4% | -$7.34K | ﹤0.01% | 1097 |
|
|
2023
Q4 | $210K | Buy |
+5,618
| New | +$210K | ﹤0.01% | 1054 |
|