MONECO 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 | – | Sell |
-6,267
| Closed | -$248K | – | 485 |
|
|
2025
Q1 | $248K | Hold |
6,267
| – | – | 0.03% | 401 |
|
|
2024
Q4 | $228K | Buy |
6,267
+79
| +1% | +$2.87K | 0.02% | 425 |
|
|
2024
Q3 | $239K | Hold |
6,188
| – | – | 0.03% | 388 |
|
|
2024
Q2 | $231K | Hold |
6,188
| – | – | 0.03% | 375 |
|
|
2024
Q1 | $229K | Buy |
+6,188
| New | +$229K | 0.04% | 374 |
|