Financial Gravity Asset Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $712 | Buy |
|
|||||
|
2024
Q2 | $37 | Sell |
|
|||||
|
2024
Q1 | $7.8K | Buy |
|
|||||
|
2023
Q4 | – | Hold |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $18.1K | Sell |
|
|||||
|
2023
Q1 | $37 | Sell |
|
|||||
|
2022
Q4 | $658 | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $47K | Sell |
|
|||||
|
2019
Q3 | $18K | Sell |
|
|||||
|
2019
Q2 | $38K | Buy |
|
|||||
|
2019
Q1 | $18K | Buy |
|
|||||
|
2018
Q3 | $7K | Buy |
|
|||||
|
2018
Q2 | $7K | Buy |
|
|||||
|
2018
Q1 | $6K | Buy |
|