IFP 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 | $56.5K | Sell |
1,083
-27
| -2% | -$1.41K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $43.9K | Buy |
1,110
+6
| +0.5% | +$237 | ﹤0.01% | 1947 |
|
|
2024
Q4 | $40.1K | Buy |
1,104
+473
| +75% | +$17.2K | ﹤0.01% | 1933 |
|
|
2024
Q3 | $24.4K | Buy |
631
+96
| +18% | +$3.71K | ﹤0.01% | 2069 |
|
|
2024
Q2 | $20K | Buy |
535
+29
| +6% | +$1.08K | ﹤0.01% | 2086 |
|
|
2024
Q1 | $18.7K | Buy |
506
+84
| +20% | +$3.11K | ﹤0.01% | 1995 |
|
|
2023
Q4 | $15.7K | Buy |
422
+10
| +2% | +$373 | ﹤0.01% | 2013 |
|
|
2023
Q3 | $14.1K | Sell |
412
-451
| -52% | -$15.5K | ﹤0.01% | 2112 |
|
|
2023
Q2 | $34.4K | Buy |
863
+457
| +113% | +$18.2K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $21.1K | Sell |
406
-2,216
| -85% | -$115K | ﹤0.01% | 1997 |
|
|
2022
Q4 | $135K | Sell |
2,622
-746
| -22% | -$38.4K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $173K | Buy |
3,368
+54
| +2% | +$2.77K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $171K | Hold |
3,314
| – | – | 0.01% | 1367 |
|
|
2022
Q1 | $171K | Buy |
3,314
+2,852
| +617% | +$147K | 0.01% | 1367 |
|
|
2021
Q4 | $26K | Buy |
462
+37
| +9% | +$2.08K | ﹤0.01% | 1803 |
|
|
2021
Q3 | $20K | Buy |
425
+32
| +8% | +$1.51K | ﹤0.01% | 1938 |
|
|
2021
Q2 | $18K | Buy |
393
+2
| +0.5% | +$92 | ﹤0.01% | 1984 |
|
|
2021
Q1 | $18K | Sell |
391
-1,088
| -74% | -$50.1K | ﹤0.01% | 1890 |
|
|
2020
Q4 | $70K | Sell |
1,479
-22
| -1% | -$1.04K | ﹤0.01% | 1304 |
|
|
2020
Q3 | $61K | Sell |
1,501
-376
| -20% | -$15.3K | ﹤0.01% | 1219 |
|
|
2020
Q2 | $78K | Buy |
1,877
+18
| +1% | +$748 | 0.01% | 1020 |
|
|
2020
Q1 | $79K | Sell |
1,859
-3,540
| -66% | -$150K | 0.01% | 935 |
|
|
2019
Q4 | $252K | Sell |
5,399
-832
| -13% | -$38.8K | 0.02% | 598 |
|
|
2019
Q3 | $281K | Buy |
+6,231
| New | +$281K | 0.02% | 651 |
|
|
2019
Q1 | $51K | Sell |
1,395
-3,598
| -72% | -$132K | 0.01% | 967 |
|
|
2018
Q4 | $169K | Buy |
4,993
+93
| +2% | +$3.15K | 0.01% | 930 |
|
|
2018
Q3 | $181K | Buy |
4,900
+1,270
| +35% | +$46.9K | 0.01% | 1128 |
|
|
2018
Q2 | $128K | Sell |
3,630
-26
| -0.7% | -$917 | 0.01% | 1332 |
|
|
2018
Q1 | $143K | Hold |
3,656
| – | – | 0.01% | 1161 |
|
|
2017
Q4 | $143K | Sell |
3,656
-2,540
| -41% | -$99.3K | 0.01% | 1158 |
|
|
2017
Q3 | $206K | Buy |
6,196
+1,495
| +32% | +$49.7K | 0.01% | 1119 |
|
|
2017
Q2 | $157K | Buy |
4,701
+809
| +21% | +$27K | 0.01% | 1259 |
|
|
2017
Q1 | $125K | Buy |
3,892
+53
| +1% | +$1.7K | 0.01% | 1368 |
|
|
2016
Q4 | $115K | Sell |
3,839
-1,862
| -33% | -$55.8K | 0.01% | 1369 |
|
|
2016
Q3 | $174K | Sell |
5,701
-5,273
| -48% | -$161K | 0.01% | 1062 |
|
|
2016
Q2 | $391K | Buy |
10,974
+9,579
| +687% | +$341K | 0.02% | 648 |
|
|
2016
Q1 | $51K | Sell |
1,395
-1,181
| -46% | -$43.2K | 0.01% | 967 |
|
|
2015
Q4 | $77K | Buy |
+2,576
| New | +$77K | 0.01% | 1322 |
|