Orion Capital 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 | $41.8K | Hold |
1,125
| – | – | 0.02% | 256 |
|
|
2025
Q1 | $44.5K | Hold |
1,125
| – | – | 0.02% | 253 |
|
|
2024
Q4 | $40.9K | Buy |
+1,125
| New | +$40.9K | 0.02% | 250 |
|
|
2024
Q3 | – | Sell |
-1,125
| Closed | -$42K | – | 410 |
|
|
2024
Q2 | $42K | Hold |
1,125
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $41.7K | Hold |
1,125
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $42K | Hold |
1,125
| – | – | 0.02% | 258 |
|
|
2023
Q3 | $38.6K | Buy |
+1,125
| New | +$38.6K | 0.03% | 251 |
|
|
2023
Q2 | – | Sell |
-1,125
| Closed | -$49.1K | – | 409 |
|
|
2023
Q1 | $49.1K | Buy |
+1,125
| New | +$49.1K | 0.03% | 218 |
|