HHM Wealth 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 | $20.8K | Hold |
561
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $22.2K | Hold |
561
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $20.4K | Hold |
561
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $21.6K | Hold |
561
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $20.9K | Hold |
561
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $20.8K | Hold |
561
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $21K | Hold |
561
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $19.3K | Hold |
561
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $22.4K | Hold |
561
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $24.5K | Hold |
561
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $26.8K | Hold |
561
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $23K | Hold |
561
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $26K | Hold |
561
| – | – | 0.01% | 389 |
|
|
2022
Q1 | $29K | Hold |
561
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $30K | Hold |
561
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $26K | Hold |
561
| – | – | 0.01% | 382 |
|
|
2021
Q2 | $26K | Hold |
561
| – | – | 0.01% | 371 |
|
|
2021
Q1 | $25K | Hold |
561
| – | – | 0.01% | 352 |
|
|
2020
Q4 | $27K | Hold |
561
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $23K | Hold |
561
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $24K | Hold |
561
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $23K | Buy |
+561
| New | +$23K | 0.01% | 287 |
|