EWG Elevate’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 | $205K | Buy |
5,516
+246
| +5% | +$9.14K | 0.06% | 137 |
|
|
2025
Q1 | $208K | Buy |
+5,270
| New | +$208K | 0.08% | 115 |
|
|
2024
Q4 | – | Sell |
-5,187
| Closed | -$200K | – | 162 |
|
|
2024
Q3 | $200K | Buy |
+5,187
| New | +$200K | 0.08% | 107 |
|
|
2023
Q1 | – | Sell |
-610
| Closed | -$29.1K | – | 802 |
|
|
2022
Q4 | $29.1K | Buy |
+610
| New | +$29.1K | 0.01% | 225 |
|