GSG Advisors’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 | $290K | Hold |
7,797
| – | – | 0.08% | 95 |
|
|
2025
Q1 | $294K | Sell |
7,797
-11
| -0.1% | -$415 | 0.1% | 90 |
|
|
2024
Q4 | $284K | Sell |
7,808
-820
| -10% | -$29.8K | 0.09% | 93 |
|
|
2024
Q3 | $331K | Buy |
8,628
+58
| +0.7% | +$2.22K | 0.11% | 88 |
|
|
2024
Q2 | $318K | Hold |
8,570
| – | – | 0.11% | 81 |
|
|
2024
Q1 | $309K | Hold |
8,570
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $325K | Sell |
8,570
-1,809
| -17% | -$68.6K | 0.12% | 83 |
|
|
2023
Q3 | $356K | Buy |
+10,379
| New | +$356K | 0.17% | 63 |
|