Seeds Investor’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 | $260K | Sell |
6,999
-1,637
| -19% | -$60.8K | 0.06% | 197 |
|
|
2025
Q1 | $341K | Buy |
8,636
+624
| +8% | +$24.7K | 0.1% | 152 |
|
|
2024
Q4 | $291K | Buy |
8,012
+641
| +9% | +$23.3K | 0.08% | 189 |
|
|
2024
Q3 | $284K | Buy |
7,371
+965
| +15% | +$37.2K | 0.11% | 179 |
|
|
2024
Q2 | $239K | Buy |
+6,406
| New | +$239K | 0.12% | 171 |
|