Financial Connections Group’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 | $11K | Hold |
300
| – | – | ﹤0.01% | 181 |
|
|
2025
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 161 |
|
|
2024
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 156 |
|
|
2024
Q3 | $11K | Hold |
300
| – | – | 0.01% | 150 |
|
|
2024
Q2 | $11K | Hold |
300
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $12K | Hold |
300
| – | – | 0.01% | 98 |
|
|
2023
Q4 | $11K | Hold |
300
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $10K | Hold |
300
| – | – | 0.01% | 98 |
|
|
2023
Q2 | $11K | Hold |
300
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $13K | Hold |
300
| – | – | 0.01% | 158 |
|
|
2022
Q4 | $14K | Hold |
300
| – | – | 0.01% | 150 |
|
|
2022
Q3 | $12K | Hold |
300
| – | – | 0.01% | 143 |
|
|
2022
Q2 | $13K | Hold |
300
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $15K | Hold |
300
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $16K | Buy |
+300
| New | +$16K | 0.02% | 176 |
|