LGT Financial Advisors’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 | $149 | Buy |
+4
| New | +$149 | ﹤0.01% | 562 |
|
|
2025
Q1 | – | Sell |
-138
| Closed | -$5.01K | – | 734 |
|
|
2024
Q4 | $5.01K | Sell |
138
-17
| -11% | -$617 | 0.01% | 548 |
|
|
2024
Q3 | $5.98K | Hold |
155
| – | – | 0.01% | 502 |
|
|
2024
Q2 | $5.79K | Sell |
155
-2
| -1% | -$75 | 0.01% | 573 |
|
|
2024
Q1 | $5.82K | Sell |
157
-184
| -54% | -$6.82K | 0.01% | 596 |
|
|
2023
Q4 | $12.7K | Sell |
341
-36
| -10% | -$1.35K | 0.02% | 439 |
|
|
2023
Q3 | $12.9K | Buy |
+377
| New | +$12.9K | 0.02% | 430 |
|