Ridgewood Investments’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63
| Closed | -$2.29K | – | 714 |
|
|
2024
Q4 | $2.29K | Hold |
63
| – | – | ﹤0.01% | 603 |
|
|
2024
Q3 | $2.43K | Hold |
63
| – | – | ﹤0.01% | 617 |
|
|
2024
Q2 | $2.35K | Buy |
+63
| New | +$2.35K | ﹤0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-63
| Closed | -$2.51K | – | 785 |
|
|
2023
Q2 | $2.51K | Hold |
63
| – | – | ﹤0.01% | 666 |
|
|
2023
Q1 | $2.75K | Buy |
+63
| New | +$2.75K | ﹤0.01% | 655 |
|