Spire Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $798 | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $122K | Hold |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $114K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $106K | Sell |
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|
2023
Q2 | $135K | Hold |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $10K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $173K | Hold |
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|
2021
Q4 | $182K | Sell |
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|
2021
Q3 | $303K | Hold |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $309K | Buy |
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