Smartleaf Asset Management’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 | $16.6K | Sell |
450
-1,033
| -70% | -$38.1K | ﹤0.01% | 1625 |
|
|
2025
Q1 | $58.3K | Sell |
1,483
-78
| -5% | -$3.07K | 0.01% | 1072 |
|
|
2024
Q4 | $56.5K | Buy |
1,561
+179
| +13% | +$6.48K | 0.01% | 1123 |
|
|
2024
Q3 | $53.1K | Buy |
1,382
+874
| +172% | +$33.6K | 0.01% | 895 |
|
|
2024
Q2 | $19K | Buy |
508
+460
| +958% | +$17.2K | ﹤0.01% | 1056 |
|
|
2024
Q1 | $1.77K | Sell |
48
-373
| -89% | -$13.7K | ﹤0.01% | 1499 |
|
|
2023
Q4 | $15.8K | Buy |
+421
| New | +$15.8K | ﹤0.01% | 703 |
|