Sequoia 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 | $1.11M | Sell |
29,905
-2,421
| -7% | -$89.9K | 0.01% | 646 |
|
|
2025
Q1 | $1.28M | Sell |
32,326
-239
| -0.7% | -$9.45K | 0.01% | 541 |
|
|
2024
Q4 | $1.18M | Buy |
32,565
+5,152
| +19% | +$187K | 0.01% | 528 |
|
|
2024
Q3 | $1.06M | Sell |
27,413
-124
| -0.5% | -$4.78K | 0.01% | 527 |
|
|
2024
Q2 | $1.03M | Buy |
27,537
+19,013
| +223% | +$710K | 0.01% | 474 |
|
|
2024
Q1 | $316K | Buy |
8,524
+2,349
| +38% | +$87K | ﹤0.01% | 832 |
|
|
2023
Q4 | $231K | Buy |
+6,175
| New | +$231K | ﹤0.01% | 1037 |
|