GPS Wealth Strategies Group’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8K | Hold |
2,338
| – | – | 0.01% | 499 |
|
|
2025
Q1 | $92.4K | Hold |
2,338
| – | – | 0.01% | 471 |
|
|
2024
Q4 | $84.9K | Sell |
2,338
-200
| -8% | -$7.26K | 0.01% | 468 |
|
|
2024
Q3 | $97.9K | Hold |
2,538
| – | – | 0.01% | 438 |
|
|
2024
Q2 | $94.7K | Hold |
2,538
| – | – | 0.01% | 402 |
|
|
2024
Q1 | $94K | Hold |
2,538
| – | – | 0.02% | 389 |
|
|
2023
Q4 | $94.8K | Buy |
2,538
+10
| +0.4% | +$373 | 0.02% | 372 |
|
|
2023
Q3 | $86.8K | Buy |
2,528
+9
| +0.4% | +$309 | 0.02% | 384 |
|
|
2023
Q2 | $101K | Buy |
2,519
+7
| +0.3% | +$279 | 0.02% | 369 |
|
|
2023
Q1 | $110K | Buy |
+2,512
| New | +$110K | 0.02% | 335 |
|
|
2022
Q4 | – | Sell |
-2,498
| Closed | -$103K | – | 1094 |
|
|
2022
Q3 | $103K | Buy |
2,498
+6
| +0.2% | +$247 | 0.03% | 302 |
|
|
2022
Q2 | $114K | Sell |
2,492
-319
| -11% | -$14.6K | 0.03% | 290 |
|
|
2022
Q1 | $144K | Buy |
2,811
+6
| +0.2% | +$307 | 0.03% | 254 |
|
|
2021
Q4 | $151K | Buy |
2,805
+6
| +0.2% | +$323 | 0.03% | 240 |
|
|
2021
Q3 | $129K | Buy |
2,799
+331
| +13% | +$15.3K | 0.03% | 247 |
|
|
2021
Q2 | $113K | Buy |
2,468
+5
| +0.2% | +$229 | 0.03% | 282 |
|
|
2021
Q1 | $110K | Buy |
+2,463
| New | +$110K | 0.03% | 263 |
|