New England Capital Financial 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 | $5.83K | Hold |
157
| – | – | ﹤0.01% | 292 |
|
|
2025
Q1 | $6.21K | Hold |
157
| – | – | ﹤0.01% | 267 |
|
|
2024
Q4 | $5.7K | Hold |
157
| – | – | ﹤0.01% | 269 |
|
|
2024
Q3 | $6.06K | Hold |
157
| – | – | ﹤0.01% | 261 |
|
|
2024
Q2 | $5.86K | Hold |
157
| – | – | ﹤0.01% | 258 |
|
|
2024
Q1 | $5.82K | Hold |
157
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $5.86K | Sell |
157
-9
| -5% | -$336 | ﹤0.01% | 265 |
|
|
2023
Q3 | $5.7K | Buy |
+166
| New | +$5.7K | ﹤0.01% | 261 |
|