Krilogy 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
Q1 | – | Sell |
-45,969
| Closed | -$1.67M | – | 243 |
|
|
2024
Q4 | $1.67M | Sell |
45,969
-723
| -2% | -$26.3K | 0.11% | 132 |
|
|
2024
Q3 | $1.8M | Buy |
46,692
+6,212
| +15% | +$240K | 0.12% | 125 |
|
|
2024
Q2 | $1.51M | Buy |
40,480
+17,040
| +73% | +$636K | 0.11% | 135 |
|
|
2024
Q1 | $868K | Buy |
23,440
+6,007
| +34% | +$223K | 0.07% | 174 |
|
|
2023
Q4 | $651K | Buy |
+17,433
| New | +$651K | 0.06% | 176 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$5K | – | 667 |
|
|
2018
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 607 |
|
|
2017
Q4 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 582 |
|