Robbins Farley’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 | $13.9K | Hold |
375
| – | – | 0.01% | 113 |
|
|
2025
Q1 | $14.8K | Hold |
375
| – | – | 0.01% | 103 |
|
|
2024
Q4 | $13.6K | Hold |
375
| – | – | 0.01% | 104 |
|
|
2024
Q3 | $14.5K | Hold |
375
| – | – | 0.01% | 103 |
|
|
2024
Q2 | $14K | Hold |
375
| – | – | 0.01% | 103 |
|
|
2024
Q1 | $13.9K | Hold |
375
| – | – | 0.01% | 103 |
|
|
2023
Q4 | $14K | Hold |
375
| – | – | 0.01% | 102 |
|
|
2023
Q3 | $12.9K | Hold |
375
| – | – | 0.01% | 110 |
|
|
2023
Q2 | $15K | Hold |
375
| – | – | 0.01% | 99 |
|
|
2023
Q1 | $16.4K | Hold |
375
| – | – | 0.01% | 101 |
|
|
2022
Q4 | $17.9K | Hold |
375
| – | – | 0.01% | 87 |
|
|
2022
Q3 | $16K | Hold |
375
| – | – | 0.01% | 83 |
|
|
2022
Q2 | $17K | Hold |
375
| – | – | 0.02% | 64 |
|
|
2022
Q1 | $19K | Hold |
375
| – | – | 0.01% | 75 |
|
|
2021
Q4 | $20K | Hold |
375
| – | – | 0.01% | 74 |
|
|
2021
Q3 | $17K | Buy |
+375
| New | +$17K | 0.01% | 93 |
|
|
2021
Q1 | – | Sell |
-375
| Closed | -$18K | – | 212 |
|
|
2020
Q4 | $18K | Buy |
+375
| New | +$18K | 0.02% | 63 |
|