SW
WTRG icon

Simplicity Wealth’s Essential Utilities WTRG Stock Holding History

Simplicity Wealth’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,461
Closed -$390K – 1230
2024
Q2 		$390K Sell
10,461
-1,304
-11% -$48.7K 0.01% 853
2024
Q1 		$436K Buy
+11,765
New +$436K 0.01% 790