Gitterman Wealth Management’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 | $444K | Buy |
11,961
+446
| +4% | +$16.6K | 0.1% | 51 |
|
|
2025
Q1 | $455K | Buy |
11,515
+1,272
| +12% | +$50.3K | 0.12% | 46 |
|
|
2024
Q4 | $372K | Buy |
10,243
+1,020
| +11% | +$37K | 0.16% | 57 |
|
|
2024
Q3 | $356K | Buy |
9,223
+344
| +4% | +$13.3K | 0.15% | 44 |
|
|
2024
Q2 | $331K | Sell |
8,879
-267
| -3% | -$9.97K | 0.13% | 48 |
|
|
2024
Q1 | $339K | Buy |
9,146
+2,282
| +33% | +$84.6K | 0.13% | 47 |
|
|
2023
Q4 | $256K | Buy |
6,864
+423
| +7% | +$15.8K | 0.11% | 63 |
|
|
2023
Q3 | $221K | Buy |
+6,441
| New | +$221K | 0.1% | 61 |
|