Integrated Wealth Concepts’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 | – | Sell |
-5,409
| Closed | -$214K | – | 2011 |
|
|
2025
Q1 | $214K | Sell |
5,409
-1,185
| -18% | -$46.8K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $240K | Buy |
6,594
+696
| +12% | +$25.3K | ﹤0.01% | 1506 |
|
|
2024
Q3 | $227K | Buy |
5,898
+28
| +0.5% | +$1.08K | ﹤0.01% | 1500 |
|
|
2024
Q2 | $219K | Sell |
5,870
-25
| -0.4% | -$933 | ﹤0.01% | 1483 |
|
|
2024
Q1 | $218K | Buy |
+5,895
| New | +$218K | ﹤0.01% | 1484 |
|