Sowell Financial Services’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 | $227K | Buy |
6,107
+860
| +16% | +$31.9K | 0.01% | 905 |
|
|
2025
Q1 | $207K | Buy |
+5,247
| New | +$207K | 0.01% | 919 |
|
|
2023
Q2 | – | Sell |
-5,310
| Closed | -$232K | – | 844 |
|
|
2023
Q1 | $232K | Buy |
+5,310
| New | +$232K | 0.02% | 651 |
|
|
2021
Q2 | – | Sell |
-15,225
| Closed | -$705K | – | 2765 |
|
|
2021
Q1 | $705K | Buy |
15,225
+1,318
| +9% | +$61K | 0.02% | 521 |
|
|
2020
Q4 | $658K | Sell |
13,907
-188
| -1% | -$8.9K | 0.03% | 441 |
|
|
2020
Q3 | $567K | Buy |
14,095
+3,728
| +36% | +$150K | 0.03% | 437 |
|
|
2020
Q2 | $438K | Buy |
10,367
+2,749
| +36% | +$116K | 0.02% | 494 |
|
|
2020
Q1 | $310K | Buy |
7,618
+97
| +1% | +$3.95K | 0.02% | 532 |
|
|
2019
Q4 | $353K | Buy |
7,521
+614
| +9% | +$28.8K | 0.03% | 553 |
|
|
2019
Q3 | $310K | Buy |
+6,907
| New | +$310K | 0.03% | 527 |
|
|
2017
Q1 | – | Sell |
-332
| Closed | -$10K | – | 571 |
|
|
2016
Q4 | $10K | Buy |
+332
| New | +$10K | ﹤0.01% | 483 |
|