Lindbrook Capital’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 |
-909
| Closed | -$33K | – | 2947 |
|
|
2024
Q4 | $33K | Sell |
909
-13
| -1% | -$472 | ﹤0.01% | 1000 |
|
|
2024
Q3 | $35.6K | Sell |
922
-17
| -2% | -$656 | ﹤0.01% | 979 |
|
|
2024
Q2 | $35.1K | Buy |
939
+3
| +0.3% | +$112 | ﹤0.01% | 951 |
|
|
2024
Q1 | $34.7K | Buy |
936
+199
| +27% | +$7.37K | ﹤0.01% | 937 |
|
|
2023
Q4 | $27.5K | Buy |
737
+325
| +79% | +$12.1K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $14.1K | Buy |
412
+337
| +449% | +$11.6K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $2.99K | Sell |
75
-165
| -69% | -$6.59K | ﹤0.01% | 2005 |
|
|
2023
Q1 | $10.5K | Sell |
240
-21
| -8% | -$917 | ﹤0.01% | 1424 |
|
|
2022
Q4 | $12.5K | Buy |
261
+124
| +91% | +$5.92K | ﹤0.01% | 1319 |
|
|
2022
Q3 | $6K | Sell |
137
-42
| -23% | -$1.84K | ﹤0.01% | 1613 |
|
|
2022
Q2 | $8K | Sell |
179
-7
| -4% | -$313 | ﹤0.01% | 1373 |
|
|
2022
Q1 | $10K | Buy |
186
+24
| +15% | +$1.29K | ﹤0.01% | 1298 |
|
|
2021
Q4 | $9K | Sell |
162
-46
| -22% | -$2.56K | ﹤0.01% | 1333 |
|
|
2021
Q3 | $10K | Buy |
208
+46
| +28% | +$2.21K | ﹤0.01% | 1007 |
|
|
2021
Q2 | $7K | Sell |
162
-26
| -14% | -$1.12K | ﹤0.01% | 1215 |
|
|
2021
Q1 | $8K | Buy |
188
+10
| +6% | +$426 | ﹤0.01% | 1117 |
|
|
2020
Q4 | $8K | Buy |
178
+16
| +10% | +$719 | ﹤0.01% | 1018 |
|
|
2020
Q3 | $7K | Hold |
162
| – | – | ﹤0.01% | 985 |
|
|
2020
Q2 | $7K | Buy |
162
+25
| +18% | +$1.08K | ﹤0.01% | 986 |
|
|
2020
Q1 | $6K | Hold |
137
| – | – | ﹤0.01% | 951 |
|
|
2019
Q4 | $6K | Hold |
137
| – | – | ﹤0.01% | 1076 |
|
|
2019
Q3 | $6K | Hold |
137
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q2 | $5K | Hold |
137
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q1 | $4K | Hold |
137
| – | – | ﹤0.01% | 1138 |
|
|
2018
Q4 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 1084 |
|