RDWM
Red Door Wealth Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
13,523
| – | – | 0.06% | 158 |
|
|
2025
Q1 | $535K | Hold |
13,523
| – | – | 0.08% | 131 |
|
|
2024
Q4 | $491K | Buy |
+13,523
| New | +$491K | 0.08% | 135 |
|
|
2021
Q3 | – | Sell |
-375
| Closed | -$17K | – | 622 |
|
|
2021
Q2 | $17K | Buy |
+375
| New | +$17K | 0.01% | 384 |
|
|
2020
Q3 | – | Sell |
-375
| Closed | -$15K | – | 435 |
|
|
2020
Q2 | $15K | Hold |
375
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $15K | Buy |
+375
| New | +$15K | 0.01% | 256 |
|