Rakuten Securities’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 | $74 | Buy |
2
+1
| +100% | +$37 | ﹤0.01% | 809 |
|
|
2025
Q1 | $40 | Sell |
1
-2
| -67% | -$80 | ﹤0.01% | 815 |
|
|
2024
Q4 | $109 | Buy |
3
+1
| +50% | +$36 | ﹤0.01% | 730 |
|
|
2024
Q3 | $77 | Sell |
2
-1
| -33% | -$39 | ﹤0.01% | 695 |
|
|
2024
Q2 | $112 | Hold |
3
| – | – | ﹤0.01% | 671 |
|
|
2024
Q1 | $111 | Hold |
3
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $112 | Buy |
+3
| New | +$112 | ﹤0.01% | 579 |
|