Private Wealth Management 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 | $8.99K | Hold |
242
| – | – | ﹤0.01% | 524 |
|
|
2025
Q1 | $9.57K | Sell |
242
-3
| -1% | -$119 | ﹤0.01% | 486 |
|
|
2024
Q4 | $8.9K | Buy |
245
+2
| +0.8% | +$73 | ﹤0.01% | 515 |
|
|
2024
Q3 | $9.37K | Buy |
243
+1
| +0.4% | +$39 | ﹤0.01% | 474 |
|
|
2024
Q2 | $9.03K | Hold |
242
| – | – | ﹤0.01% | 470 |
|
|
2024
Q1 | $8.97K | Hold |
242
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $9.04K | Buy |
+242
| New | +$9.04K | ﹤0.01% | 430 |
|