FC
Fulcrum Capital’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
6,250
| – | – | 0.05% | 94 |
|
|
2025
Q1 | $247K | Hold |
6,250
| – | – | 0.05% | 99 |
|
|
2024
Q4 | $227K | Hold |
6,250
| – | – | 0.05% | 109 |
|
|
2024
Q3 | $241K | Hold |
6,250
| – | – | 0.05% | 105 |
|
|
2024
Q2 | $233K | Hold |
6,250
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $232K | Hold |
6,250
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $233K | Hold |
6,250
| – | – | 0.06% | 108 |
|
|
2023
Q3 | $215K | Hold |
6,250
| – | – | 0.06% | 105 |
|
|
2023
Q2 | $249K | Hold |
6,250
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $273K | Hold |
6,250
| – | – | 0.07% | 100 |
|
|
2022
Q4 | $298K | Buy |
+6,250
| New | +$298K | 0.09% | 88 |
|