Financial Gravity Asset Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $712 | Buy |
+18
| New | +$712 | ﹤0.01% | 907 |
|
|
2024
Q2 | $37 | Sell |
1
-208
| -100% | -$7.7K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $7.8K | Buy |
+209
| New | +$7.8K | ﹤0.01% | 768 |
|
|
2023
Q4 | – | Hold |
0
| – | -$14 | – | 1391 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$18.1K | – | 1147 |
|
|
2023
Q2 | $18.1K | Sell |
40
-4
| -9% | -$1.82K | 0.05% | 161 |
|
|
2023
Q1 | $37 | Sell |
44
-4
| -8% | -$3 | ﹤0.01% | 753 |
|
|
2022
Q4 | $658 | Buy |
+48
| New | +$658 | ﹤0.01% | 756 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$47K | – | 1397 |
|
|
2019
Q4 | $47K | Sell |
23
-390
| -94% | -$797K | 0.03% | 682 |
|
|
2019
Q3 | $18K | Sell |
413
-496
| -55% | -$21.6K | 0.02% | 485 |
|
|
2019
Q2 | $38K | Buy |
909
+414
| +84% | +$17.3K | 0.03% | 379 |
|
|
2019
Q1 | $18K | Buy |
+495
| New | +$18K | 0.01% | 460 |
|
|
2018
Q3 | $7K | Buy |
200
+6
| +3% | +$210 | 0.01% | 664 |
|
|
2018
Q2 | $7K | Buy |
194
+37
| +24% | +$1.34K | 0.01% | 667 |
|
|
2018
Q1 | $6K | Buy |
+157
| New | +$6K | 0.01% | 700 |
|