Lido 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 | $890K | Sell |
23,967
-3,183
| -12% | -$118K | ﹤0.01% | 803 |
|
|
2025
Q1 | $1.07M | Sell |
27,150
-3,230
| -11% | -$128K | ﹤0.01% | 704 |
|
|
2024
Q4 | $1.1M | Sell |
30,380
-2,960
| -9% | -$108K | 0.01% | 675 |
|
|
2024
Q3 | $1.29M | Sell |
33,340
-25,161
| -43% | -$970K | 0.01% | 561 |
|
|
2024
Q2 | $2.18M | Sell |
58,501
-1,146
| -2% | -$42.8K | 0.01% | 401 |
|
|
2024
Q1 | $2.21M | Sell |
59,647
-15,164
| -20% | -$562K | 0.01% | 384 |
|
|
2023
Q4 | $2.79M | Buy |
74,811
+34,338
| +85% | +$1.28M | 0.02% | 327 |
|
|
2023
Q3 | $1.39M | Sell |
40,473
-3,739
| -8% | -$128K | 0.01% | 414 |
|
|
2023
Q2 | $1.76M | Buy |
44,212
+3,106
| +8% | +$124K | 0.01% | 365 |
|
|
2023
Q1 | $1.79M | Buy |
41,106
+18,682
| +83% | +$815K | 0.02% | 338 |
|
|
2022
Q4 | $1.07M | Buy |
22,424
+6,109
| +37% | +$292K | 0.01% | 360 |
|
|
2022
Q3 | $675K | Buy |
+16,315
| New | +$675K | 0.01% | 421 |
|