Resurgent Financial Advisors’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 | $535K | Hold |
14,413
| – | – | 0.29% | 99 |
|
|
2025
Q1 | $570K | Hold |
14,413
| – | – | 0.34% | 82 |
|
|
2024
Q4 | $523K | Hold |
14,413
| – | – | 0.31% | 96 |
|
|
2024
Q3 | $556K | Hold |
14,413
| – | – | 0.33% | 87 |
|
|
2024
Q2 | $538K | Hold |
14,413
| – | – | 0.33% | 89 |
|
|
2024
Q1 | $534K | Hold |
14,413
| – | – | 0.28% | 101 |
|
|
2023
Q4 | $538K | Hold |
14,413
| – | – | 0.33% | 77 |
|
|
2023
Q3 | $495K | Hold |
14,413
| – | – | 0.34% | 79 |
|
|
2023
Q2 | $575K | Hold |
14,413
| – | – | 0.38% | 68 |
|
|
2023
Q1 | $629K | Sell |
14,413
-130
| -0.9% | -$5.67K | 0.42% | 59 |
|
|
2022
Q4 | $694K | Sell |
14,543
-89
| -0.6% | -$4.25K | 0.37% | 63 |
|
|
2022
Q3 | $605K | Hold |
14,632
| – | – | 0.4% | 72 |
|
|
2022
Q2 | $671K | Sell |
14,632
-2
| -0% | -$92 | 0.43% | 64 |
|
|
2022
Q1 | $748K | Buy |
14,634
+221
| +2% | +$11.3K | 0.46% | 58 |
|
|
2021
Q4 | $774K | Buy |
+14,413
| New | +$774K | 0.62% | 44 |
|