SignatureFD’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 | $292K | Buy |
7,863
+237
| +3% | +$8.8K | 0.01% | 743 |
|
|
2025
Q1 | $301K | Sell |
7,626
-1,187
| -13% | -$46.9K | 0.01% | 716 |
|
|
2024
Q4 | $320K | Sell |
8,813
-311
| -3% | -$11.3K | 0.01% | 696 |
|
|
2024
Q3 | $352K | Buy |
9,124
+171
| +2% | +$6.6K | 0.01% | 637 |
|
|
2024
Q2 | $334K | Sell |
8,953
-474
| -5% | -$17.7K | 0.01% | 627 |
|
|
2024
Q1 | $349K | Sell |
9,427
-213
| -2% | -$7.89K | 0.01% | 636 |
|
|
2023
Q4 | $360K | Buy |
9,640
+2,673
| +38% | +$99.8K | 0.01% | 577 |
|
|
2023
Q3 | $239K | Buy |
6,967
+4,405
| +172% | +$151K | 0.01% | 675 |
|
|
2023
Q2 | $102K | Buy |
2,562
+565
| +28% | +$22.5K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $87.2K | Sell |
1,997
-476
| -19% | -$20.8K | ﹤0.01% | 1113 |
|
|
2022
Q4 | $118K | Buy |
2,473
+1,138
| +85% | +$54.3K | ﹤0.01% | 923 |
|
|
2022
Q3 | $55K | Buy |
1,335
+25
| +2% | +$1.03K | ﹤0.01% | 1227 |
|
|
2022
Q2 | $60K | Sell |
1,310
-1,226
| -48% | -$56.2K | ﹤0.01% | 1203 |
|
|
2022
Q1 | $130K | Buy |
2,536
+686
| +37% | +$35.2K | ﹤0.01% | 914 |
|
|
2021
Q4 | $99K | Sell |
1,850
-60
| -3% | -$3.21K | ﹤0.01% | 1026 |
|
|
2021
Q3 | $88K | Buy |
1,910
+257
| +16% | +$11.8K | ﹤0.01% | 1042 |
|
|
2021
Q2 | $76K | Buy |
1,653
+340
| +26% | +$15.6K | ﹤0.01% | 1072 |
|
|
2021
Q1 | $59K | Buy |
1,313
+332
| +34% | +$14.9K | ﹤0.01% | 1111 |
|
|
2020
Q4 | $46K | Buy |
981
+373
| +61% | +$17.5K | ﹤0.01% | 1125 |
|
|
2020
Q3 | $24K | Sell |
608
-134
| -18% | -$5.29K | ﹤0.01% | 1296 |
|
|
2020
Q2 | $31K | Buy |
742
+170
| +30% | +$7.1K | ﹤0.01% | 1144 |
|
|
2020
Q1 | $23K | Buy |
572
+77
| +16% | +$3.1K | ﹤0.01% | 1182 |
|
|
2019
Q4 | $23K | Sell |
495
-176
| -26% | -$8.18K | ﹤0.01% | 1236 |
|
|
2019
Q3 | $30K | Buy |
671
+200
| +42% | +$8.94K | ﹤0.01% | 1101 |
|
|
2019
Q2 | $19K | Sell |
471
-203
| -30% | -$8.19K | ﹤0.01% | 1225 |
|
|
2019
Q1 | $25K | Buy |
674
+628
| +1,365% | +$23.3K | ﹤0.01% | 1113 |
|
|
2018
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 1755 |
|
|
2018
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1735 |
|
|
2018
Q2 | $2K | Sell |
46
-27
| -37% | -$1.17K | ﹤0.01% | 1749 |
|
|
2018
Q1 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 1587 |
|