Marcum Wealth’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 | $345K | Sell |
8,734
-455
| -5% | -$18K | 0.03% | 260 |
|
|
2024
Q4 | $334K | Buy |
9,189
+56
| +0.6% | +$2.03K | 0.03% | 264 |
|
|
2024
Q3 | $352K | Sell |
9,133
-83
| -0.9% | -$3.2K | 0.03% | 247 |
|
|
2024
Q2 | $344K | Buy |
9,216
+29
| +0.3% | +$1.08K | 0.03% | 248 |
|
|
2024
Q1 | $340K | Buy |
9,187
+98
| +1% | +$3.63K | 0.03% | 246 |
|
|
2023
Q4 | $339K | Sell |
9,089
-7
| -0.1% | -$261 | 0.04% | 233 |
|
|
2023
Q3 | $312K | Buy |
9,096
+17
| +0.2% | +$584 | 0.04% | 237 |
|
|
2023
Q2 | $362K | Buy |
9,079
+3
| +0% | +$120 | 0.04% | 216 |
|
|
2023
Q1 | $396K | Sell |
9,076
-23
| -0.3% | -$1K | 0.05% | 208 |
|
|
2022
Q4 | $434K | Buy |
9,099
+24
| +0.3% | +$1.15K | 0.06% | 184 |
|
|
2022
Q3 | $376K | Buy |
9,075
+3
| +0% | +$124 | 0.06% | 198 |
|
|
2022
Q2 | $416K | Hold |
9,072
| – | – | 0.06% | 183 |
|
|
2022
Q1 | $464K | Hold |
9,072
| – | – | 0.06% | 175 |
|
|
2021
Q4 | $487K | Sell |
9,072
-13
| -0.1% | -$698 | 0.07% | 172 |
|
|
2021
Q3 | $419K | Buy |
9,085
+1,448
| +19% | +$66.8K | 0.07% | 181 |
|
|
2021
Q2 | $349K | Buy |
7,637
+10
| +0.1% | +$457 | 0.06% | 199 |
|
|
2021
Q1 | $341K | Buy |
+7,627
| New | +$341K | 0.06% | 205 |
|