Levy Wealth Management Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $534K | Buy |
14,299
+107
| +0.8% | +$3.99K | 0.14% | 58 |
|
|
2024
Q1 | $530K | Hold |
14,192
| – | – | 0.15% | 56 |
|
|
2023
Q4 | $530K | Sell |
14,192
-399
| -3% | -$14.9K | 0.15% | 56 |
|
|
2023
Q3 | $501K | Buy |
14,591
+47
| +0.3% | +$1.61K | 0.16% | 55 |
|
|
2023
Q2 | $580K | Buy |
14,544
+40
| +0.3% | +$1.6K | 0.17% | 50 |
|
|
2023
Q1 | $633K | Buy |
14,504
+5,461
| +60% | +$238K | 0.2% | 47 |
|
|
2022
Q4 | $432K | Buy |
9,043
+2
| +0% | +$95 | 0.14% | 54 |
|
|
2022
Q3 | $374K | Buy |
9,041
+1
| +0% | +$41 | 0.16% | 46 |
|
|
2022
Q2 | $414K | Buy |
9,040
+1
| +0% | +$46 | 0.19% | 46 |
|
|
2022
Q1 | $462K | Buy |
9,039
+1
| +0% | +$51 | 0.19% | 41 |
|
|
2021
Q4 | $485K | Sell |
9,038
-209
| -2% | -$11.2K | 0.22% | 40 |
|
|
2021
Q3 | $426K | Buy |
9,247
+1
| +0% | +$46 | 0.23% | 41 |
|
|
2021
Q2 | $423K | Buy |
9,246
+2
| +0% | +$91 | 0.24% | 40 |
|
|
2021
Q1 | $414K | Buy |
9,244
+1
| +0% | +$45 | 0.27% | 37 |
|
|
2020
Q4 | $437K | Buy |
+9,243
| New | +$437K | 0.31% | 35 |
|