Inspire Investing’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 | $544K | Buy |
14,647
+6,516
| +80% | +$242K | 0.06% | 262 |
|
|
2025
Q1 | $321K | Buy |
8,131
+818
| +11% | +$32.3K | 0.04% | 718 |
|
|
2024
Q4 | $266K | Sell |
7,313
-277
| -4% | -$10.1K | 0.03% | 764 |
|
|
2024
Q3 | $293K | Buy |
+7,590
| New | +$293K | 0.03% | 760 |
|
|
2020
Q2 | – | Sell |
-270
| Closed | -$11K | – | 750 |
|
|
2020
Q1 | $11K | Buy |
+270
| New | +$11K | ﹤0.01% | 693 |
|
|
2018
Q1 | – | Sell |
-269
| Closed | -$11K | – | 717 |
|
|
2017
Q4 | $11K | Buy |
+269
| New | +$11K | 0.01% | 800 |
|