Lindenwold 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 | $277K | Sell |
7,462
-34
| -0.5% | -$1.26K | 0.14% | 91 |
|
|
2025
Q1 | $296K | Sell |
7,496
-129
| -2% | -$5.1K | 0.17% | 82 |
|
|
2024
Q4 | $277K | Sell |
7,625
-305
| -4% | -$11.1K | 0.15% | 99 |
|
|
2024
Q3 | $306K | Buy |
7,930
+364
| +5% | +$14K | 0.15% | 96 |
|
|
2024
Q2 | $282K | Sell |
7,566
-56
| -0.7% | -$2.09K | 0.15% | 90 |
|
|
2024
Q1 | $282K | Buy |
+7,622
| New | +$282K | 0.15% | 101 |
|