Fulcrum Capital’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $227K | Hold |
|
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $298K | Buy |
|