EverSource Wealth Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
2,747
+1,723
| +168% | +$64K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $40.5K | Buy |
1,024
+382
| +60% | +$15.1K | ﹤0.01% | 1335 |
|
|
2024
Q4 | $23.3K | Buy |
642
+304
| +90% | +$11K | ﹤0.01% | 1535 |
|
|
2024
Q3 | $13K | Buy |
338
+11
| +3% | +$424 | ﹤0.01% | 1722 |
|
|
2024
Q2 | $13.3K | Buy |
327
+59
| +22% | +$2.4K | ﹤0.01% | 1713 |
|
|
2024
Q1 | $9.8K | Sell |
268
-380
| -59% | -$13.9K | ﹤0.01% | 1698 |
|
|
2023
Q4 | $24.2K | Buy |
648
+279
| +76% | +$10.4K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $12.7K | Buy |
369
+359
| +3,590% | +$12.3K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $399 | Hold |
10
| – | – | ﹤0.01% | 2381 |
|
|
2023
Q1 | $437 | Buy |
+10
| New | +$437 | ﹤0.01% | 2251 |
|