Greenleaf Trust’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 | $236K | Sell |
6,347
-387
| -6% | -$14.4K | ﹤0.01% | 715 |
|
|
2025
Q1 | $266K | Sell |
6,734
-370
| -5% | -$14.6K | ﹤0.01% | 684 |
|
|
2024
Q4 | $258K | Sell |
7,104
-255
| -3% | -$9.26K | ﹤0.01% | 708 |
|
|
2024
Q3 | $284K | Sell |
7,359
-255
| -3% | -$9.84K | ﹤0.01% | 684 |
|
|
2024
Q2 | $284K | Buy |
7,614
+165
| +2% | +$6.16K | ﹤0.01% | 640 |
|
|
2024
Q1 | $276K | Buy |
7,449
+1,156
| +18% | +$42.8K | ﹤0.01% | 629 |
|
|
2023
Q4 | $235K | Buy |
+6,293
| New | +$235K | ﹤0.01% | 663 |
|