Kennedy Investment Group’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 | $251K | Buy |
6,750
+21
| +0.3% | +$780 | 0.11% | 118 |
|
|
2025
Q1 | $266K | Sell |
6,729
-15
| -0.2% | -$593 | 0.12% | 109 |
|
|
2024
Q4 | $245K | Buy |
6,744
+6
| +0.1% | +$218 | 0.11% | 113 |
|
|
2024
Q3 | $260K | Sell |
6,738
-335
| -5% | -$12.9K | 0.12% | 112 |
|
|
2024
Q2 | $264K | Sell |
7,073
-90
| -1% | -$3.36K | 0.13% | 103 |
|
|
2024
Q1 | $265K | Buy |
7,163
+57
| +0.8% | +$2.11K | 0.14% | 106 |
|
|
2023
Q4 | $265K | Sell |
7,106
-325
| -4% | -$12.1K | 0.15% | 100 |
|
|
2023
Q3 | $255K | Buy |
7,431
+184
| +3% | +$6.32K | 0.15% | 100 |
|
|
2023
Q2 | $289K | Buy |
7,247
+47
| +0.7% | +$1.88K | 0.17% | 97 |
|
|
2023
Q1 | $314K | Buy |
7,200
+43
| +0.6% | +$1.88K | 0.19% | 94 |
|
|
2022
Q4 | $342K | Buy |
+7,157
| New | +$342K | 0.22% | 92 |
|