JFS Wealth Advisors’s Essential Utilities WTRG Stock Holding History

JFS Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15K	Sell	404 -68	-14%	-$2.53K	﹤0.01%	732
2025 Q1	$18.7K	Buy	472 +25	+6%	+$988	﹤0.01%	677
2024 Q4	$16.2K	Buy	447 +2	+0.4%	+$73	﹤0.01%	698
2024 Q3	$17.2K	Buy	445 +22	+5%	+$849	﹤0.01%	674
2024 Q2	$15.8K	Buy	423 +17	+4%	+$635	﹤0.01%	657
2024 Q1	$15K	Buy	406 +43	+12%	+$1.59K	﹤0.01%	693
2023 Q4	$13.6K	Buy	363 +6	+2%	+$224	﹤0.01%	689
2023 Q3	$12.3K	Sell	357 -81	-18%	-$2.78K	﹤0.01%	660
2023 Q2	$17.5K	Buy	438 +23	+6%	+$918	﹤0.01%	576
2023 Q1	$18.1K	Sell	415 -54	-12%	-$2.36K	﹤0.01%	560
2022 Q4	$22.4K	Buy	469 +6	+1%	+$286	﹤0.01%	511
2022 Q3	$19K	Buy	463 +71	+18%	+$2.91K	﹤0.01%	586
2022 Q2	$18K	Sell	392 -38	-9%	-$1.75K	﹤0.01%	613
2022 Q1	$22K	Buy	430 +61	+17%	+$3.12K	﹤0.01%	584
2021 Q4	$20K	Buy	369 +49	+15%	+$2.66K	﹤0.01%	567
2021 Q3	$15K	Hold	320	–	–	﹤0.01%	589
2021 Q2	$15K	Hold	320	–	–	﹤0.01%	406
2021 Q1	$14K	Hold	320	–	–	﹤0.01%	387
2020 Q4	$15K	Hold	320	–	–	﹤0.01%	371
2020 Q3	$13K	Hold	320	–	–	﹤0.01%	373
2020 Q2	$14K	Hold	320	–	–	﹤0.01%	352
2020 Q1	$13K	Hold	320	–	–	﹤0.01%	324
2019 Q4	$15K	Hold	320	–	–	﹤0.01%	347
2019 Q3	$14K	Hold	320	–	–	﹤0.01%	344
2019 Q2	$13K	Hold	320	–	–	﹤0.01%	347
2019 Q1	$12K	Hold	320	–	–	﹤0.01%	348
2018 Q4	$11K	Hold	320	–	–	﹤0.01%	344
2018 Q3	$12K	Hold	320	–	–	﹤0.01%	392
2018 Q2	$11K	Hold	320	–	–	﹤0.01%	359
2018 Q1	$11K	Hold	320	–	–	﹤0.01%	366
2017 Q4	$13K	Hold	320	–	–	﹤0.01%	367
2017 Q3	$11K	Hold	320	–	–	﹤0.01%	362
2017 Q2	$11K	Sell	320 -1,000	-76%	-$34.4K	﹤0.01%	340
2017 Q1	$40K	Hold	1,320	–	–	0.01%	244
2016 Q4	$40K	Sell	1,320 -4,642	-78%	-$141K	0.01%	244
2016 Q3	$182K	Buy	5,962 +4,870	+446%	+$149K	0.05%	133
2016 Q2	$39K	Hold	1,092	–	–	0.01%	280
2016 Q1	$35K	Buy	1,092 +772	+241%	+$24.7K	0.01%	271
2015 Q4	$10K	Buy	+320	New	+$10K	﹤0.01%	395