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Lowe Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Lowe Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-77
Closed -$2.8K – 388
2024
Q4 		$2.8K Buy
+77
New +$2.8K ﹤0.01% 311
2016
Q1 		– Sell
-392
Closed -$12K – 239
2015
Q4 		$12K Buy
+392
New +$12K 0.01% 124