InceptionR’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 | $599K | Buy |
16,115
+8,231
| +104% | +$306K | 0.14% | 273 |
|
|
2025
Q1 | $312K | Sell |
7,884
-8,285
| -51% | -$328K | 0.09% | 375 |
|
|
2024
Q4 | $587K | Buy |
+16,169
| New | +$587K | 0.13% | 297 |
|
|
2023
Q2 | – | Sell |
-22,206
| Closed | -$969K | – | 632 |
|
|
2023
Q1 | $969K | Buy |
+22,206
| New | +$969K | 0.31% | 113 |
|