Jump Financial’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 |
-7,612
| Closed | -$301K | – | 2214 |
|
|
2025
Q1 | $301K | Buy |
+7,612
| New | +$301K | ﹤0.01% | 1278 |
|
|
2024
Q1 | – | Sell |
-46,740
| Closed | -$1.75M | – | 2349 |
|
|
2023
Q4 | $1.75M | Buy |
+46,740
| New | +$1.75M | 0.06% | 439 |
|
|
2023
Q3 | – | Sell |
-31,339
| Closed | -$1.25M | – | 2297 |
|
|
2023
Q2 | $1.25M | Buy |
+31,339
| New | +$1.25M | 0.05% | 571 |
|
|
2022
Q4 | – | Sell |
-8,157
| Closed | -$338K | – | 2076 |
|
|
2022
Q3 | $338K | Buy |
+8,157
| New | +$338K | 0.01% | 1085 |
|
|
2022
Q2 | – | Sell |
-5,093
| Closed | -$260K | – | 2066 |
|
|
2022
Q1 | $260K | Buy |
5,093
+479
| +10% | +$24.5K | 0.01% | 1147 |
|
|
2021
Q4 | $248K | Buy |
+4,614
| New | +$248K | 0.02% | 998 |
|