Focus Partners Wealth’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 | $959K | Buy |
25,811
+3,489
| +16% | +$130K | ﹤0.01% | 1156 |
|
|
2025
Q1 | $882K | Sell |
22,322
-1,331
| -6% | -$52.6K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $859K | Buy |
23,653
+4,021
| +20% | +$146K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $757K | Buy |
19,632
+12,725
| +184% | +$491K | ﹤0.01% | 1007 |
|
|
2024
Q2 | $258K | Buy |
+6,907
| New | +$258K | ﹤0.01% | 1108 |
|