Mather Group’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 | – | Sell |
-27
| Closed | -$1.07K | – | 1733 |
|
|
2025
Q1 | $1.07K | Hold |
27
| – | – | ﹤0.01% | 1633 |
|
|
2024
Q4 | $981 | Hold |
27
| – | – | ﹤0.01% | 1618 |
|
|
2024
Q3 | $1.04K | Sell |
27
-137
| -84% | -$5.28K | ﹤0.01% | 1558 |
|
|
2024
Q2 | $6.08K | Buy |
164
+137
| +507% | +$5.08K | ﹤0.01% | 1572 |
|
|
2024
Q1 | $1.01K | Buy |
+27
| New | +$1.01K | ﹤0.01% | 1625 |
|