KWA
Kingswood Wealth Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
5,524
-335
| -6% | -$12.4K | 0.02% | 700 |
|
|
2025
Q1 | $232K | Sell |
5,859
-5,763
| -50% | -$228K | 0.02% | 632 |
|
|
2024
Q4 | $422K | Buy |
+11,622
| New | +$422K | 0.03% | 494 |
|
|
2024
Q3 | – | Sell |
-6,947
| Closed | -$259K | – | 766 |
|
|
2024
Q2 | $259K | Buy |
6,947
+297
| +4% | +$11.1K | 0.02% | 568 |
|
|
2024
Q1 | $246K | Buy |
+6,650
| New | +$246K | 0.03% | 537 |
|