Quaker 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
$455K Buy
+12,259
New +$455K 0.15% 37
2025
Q1
Hold
0
866
2024
Q3
$513K Buy
+13,299
New +$513K 0.19% 33
2024
Q1
$565K Buy
+15,255
New +$565K 0.23% 32