FAFN
First Affirmative Financial Network’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $372K | Sell |
9,414
-580
| -6% | -$22.9K | 0.23% | 127 |
|
|
2024
Q4 | $363K | Buy |
9,994
+351
| +4% | +$12.7K | 0.21% | 130 |
|
|
2024
Q3 | $372K | Buy |
9,643
+1,120
| +13% | +$43.2K | 0.2% | 136 |
|
|
2024
Q2 | $318K | Buy |
8,523
+613
| +8% | +$22.9K | 0.22% | 140 |
|
|
2024
Q1 | $293K | Buy |
7,910
+386
| +5% | +$14.3K | 0.22% | 156 |
|
|
2023
Q4 | $281K | Sell |
7,524
-948
| -11% | -$35.4K | 0.22% | 153 |
|
|
2023
Q3 | $291K | Buy |
8,472
+756
| +10% | +$26K | 0.28% | 117 |
|
|
2023
Q2 | $308K | Buy |
7,716
+1,201
| +18% | +$47.9K | 0.31% | 109 |
|
|
2023
Q1 | $284K | Buy |
6,515
+37
| +0.6% | +$1.62K | 0.33% | 91 |
|
|
2022
Q4 | $309K | Sell |
6,478
-632
| -9% | -$30.2K | 0.37% | 87 |
|
|
2022
Q3 | $294K | Sell |
7,110
-411
| -5% | -$17K | 0.37% | 80 |
|
|
2022
Q2 | $345K | Sell |
7,521
-208
| -3% | -$9.54K | 0.39% | 72 |
|
|
2022
Q1 | $395K | Buy |
7,729
+154
| +2% | +$7.87K | 0.38% | 74 |
|
|
2021
Q4 | $407K | Sell |
7,575
-390
| -5% | -$21K | 0.37% | 73 |
|
|
2021
Q3 | $367K | Buy |
+7,965
| New | +$367K | 0.38% | 72 |
|