RTD 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 | $264K | Sell |
7,103
-147
| -2% | -$5.46K | 0.03% | 97 |
|
|
2025
Q1 | $287K | Buy |
7,250
+147
| +2% | +$5.81K | 0.04% | 102 |
|
|
2024
Q4 | $258K | Hold |
7,103
| – | – | 0.03% | 108 |
|
|
2024
Q3 | $274K | Hold |
7,103
| – | – | 0.03% | 105 |
|
|
2024
Q2 | $265K | Hold |
7,103
| – | – | 0.04% | 102 |
|
|
2024
Q1 | $263K | Hold |
7,103
| – | – | 0.04% | 95 |
|
|
2023
Q4 | $265K | Hold |
7,103
| – | – | 0.04% | 95 |
|
|
2023
Q3 | $244K | Hold |
7,103
| – | – | 0.04% | 96 |
|
|
2023
Q2 | $283K | Hold |
7,103
| – | – | 0.04% | 94 |
|
|
2023
Q1 | $310K | Hold |
7,103
| – | – | 0.05% | 87 |
|
|
2022
Q4 | $339K | Hold |
7,103
| – | – | 0.06% | 83 |
|
|
2022
Q3 | $294K | Sell |
7,103
-2,000
| -22% | -$82.8K | 0.05% | 82 |
|
|
2022
Q2 | $417K | Hold |
9,103
| – | – | 0.06% | 83 |
|
|
2022
Q1 | $465K | Hold |
9,103
| – | – | 0.06% | 82 |
|
|
2021
Q4 | $488K | Buy |
+9,103
| New | +$488K | 0.06% | 83 |
|