Financial Gravity Companies’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 | $371 | Buy |
+10
| New | +$371 | ﹤0.01% | 871 |
|
|
2024
Q4 | $1.74K | Buy |
48
+11
| +30% | +$399 | ﹤0.01% | 779 |
|
|
2024
Q3 | $1.43K | Buy |
+37
| New | +$1.43K | ﹤0.01% | 544 |
|
|
2018
Q4 | $6K | Buy |
+172
| New | +$6K | 0.01% | 689 |
|
|
2018
Q1 | $6K | Buy |
157
+102
| +185% | +$3.9K | 0.01% | 700 |
|
|
2017
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 994 |
|