Modera Wealth Management’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 | $458K | Sell |
12,341
-501
| -4% | -$18.6K | 0.01% | 463 |
|
|
2025
Q1 | $508K | Sell |
12,842
-279
| -2% | -$11K | 0.01% | 431 |
|
|
2024
Q4 | $477K | Sell |
13,121
-15,378
| -54% | -$559K | 0.01% | 450 |
|
|
2024
Q3 | $1.1M | Sell |
28,499
-15
| -0.1% | -$579 | 0.01% | 300 |
|
|
2024
Q2 | $1.06M | Sell |
28,514
-3,989
| -12% | -$149K | 0.02% | 288 |
|
|
2024
Q1 | $1.2M | Sell |
32,503
-29
| -0.1% | -$1.07K | 0.02% | 276 |
|
|
2023
Q4 | $1.22M | Buy |
32,532
+40
| +0.1% | +$1.49K | 0.02% | 267 |
|
|
2023
Q3 | $1.12M | Buy |
32,492
+228
| +0.7% | +$7.83K | 0.02% | 271 |
|
|
2023
Q2 | $1.29M | Buy |
32,264
+199
| +0.6% | +$7.94K | 0.02% | 267 |
|
|
2023
Q1 | $1.4M | Sell |
32,065
-41
| -0.1% | -$1.79K | 0.05% | 121 |
|
|
2022
Q4 | $1.53M | Sell |
32,106
-2,261
| -7% | -$108K | 0.06% | 108 |
|
|
2022
Q3 | $1.42M | Sell |
34,367
-2,083
| -6% | -$86.2K | 0.07% | 106 |
|
|
2022
Q2 | $1.67M | Sell |
36,450
-416
| -1% | -$19.1K | 0.08% | 103 |
|
|
2022
Q1 | $1.89M | Sell |
36,866
-2,393
| -6% | -$122K | 0.08% | 102 |
|
|
2021
Q4 | $2.11M | Buy |
39,259
+4,479
| +13% | +$240K | 0.08% | 115 |
|
|
2021
Q3 | $1.6M | Buy |
34,780
+1,000
| +3% | +$46.1K | 0.08% | 82 |
|
|
2021
Q2 | $1.54M | Hold |
33,780
| – | – | 0.08% | 80 |
|
|
2021
Q1 | $1.51M | Sell |
33,780
-1,042
| -3% | -$46.6K | 0.1% | 74 |
|
|
2020
Q4 | $1.65M | Buy |
+34,822
| New | +$1.65M | 0.13% | 69 |
|