Sachetta’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 | $2.12K | Sell |
57
-7
| -11% | -$260 | ﹤0.01% | 797 |
|
|
2025
Q1 | $2.53K | Buy |
64
+30
| +88% | +$1.19K | ﹤0.01% | 729 |
|
|
2024
Q4 | $1.24K | Sell |
34
-64
| -65% | -$2.33K | ﹤0.01% | 943 |
|
|
2024
Q3 | $3.78K | Hold |
98
| – | – | ﹤0.01% | 705 |
|
|
2024
Q2 | $3.99K | Buy |
98
+64
| +188% | +$2.6K | ﹤0.01% | 638 |
|
|
2024
Q1 | $1.27K | Hold |
34
| – | – | ﹤0.01% | 855 |
|
|
2023
Q4 | $1.27K | Buy |
+34
| New | +$1.27K | ﹤0.01% | 855 |
|