JMAC Enterprises’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,357
| Closed | -$1.03M | – | 174 |
|
|
2024
Q4 | $1.03M | Buy |
28,357
+43
| +0.2% | +$1.56K | 0.16% | 96 |
|
|
2024
Q3 | $1.09M | Buy |
28,314
+149
| +0.5% | +$5.75K | 0.17% | 94 |
|
|
2024
Q2 | $1.05M | Sell |
28,165
-403
| -1% | -$15K | 0.18% | 94 |
|
|
2024
Q1 | $1.06M | Sell |
28,568
-191
| -0.7% | -$7.08K | 0.2% | 91 |
|
|
2023
Q4 | $1.07M | Buy |
28,759
+533
| +2% | +$19.9K | 0.23% | 85 |
|
|
2023
Q3 | $969K | Sell |
28,226
-375
| -1% | -$12.9K | 0.24% | 85 |
|
|
2023
Q2 | $1.14M | Buy |
28,601
+316
| +1% | +$12.6K | 0.28% | 80 |
|
|
2023
Q1 | $1.23M | Buy |
28,285
+469
| +2% | +$20.5K | 0.31% | 81 |
|
|
2022
Q4 | $1.33M | Sell |
27,816
-1,397
| -5% | -$66.7K | 0.37% | 73 |
|
|
2022
Q3 | $1.21M | Buy |
29,213
+248
| +0.9% | +$10.3K | 0.34% | 80 |
|
|
2022
Q2 | $1.33M | Buy |
28,965
+126
| +0.4% | +$5.78K | 0.34% | 77 |
|
|
2022
Q1 | $1.48M | Buy |
28,839
+128
| +0.4% | +$6.55K | 0.35% | 68 |
|
|
2021
Q4 | $1.36M | Buy |
+28,711
| New | +$1.36M | 0.32% | 70 |
|