Spire Wealth 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 | – | Sell |
-3,075
| Closed | -$122K | – | 2591 |
|
|
2025
Q1 | $122K | Hold |
3,075
| – | – | ﹤0.01% | 967 |
|
|
2024
Q4 | $112K | Hold |
3,075
| – | – | ﹤0.01% | 993 |
|
|
2024
Q3 | $119K | Hold |
3,075
| – | – | ﹤0.01% | 861 |
|
|
2024
Q2 | $115K | Hold |
3,075
| – | – | ﹤0.01% | 853 |
|
|
2024
Q1 | $114K | Hold |
3,075
| – | – | ﹤0.01% | 950 |
|
|
2023
Q4 | $113K | Hold |
3,075
| – | – | ﹤0.01% | 961 |
|
|
2023
Q3 | $106K | Sell |
3,075
-312
| -9% | -$10.7K | ﹤0.01% | 936 |
|
|
2023
Q2 | $135K | Hold |
3,387
| – | – | 0.01% | 867 |
|
|
2023
Q1 | $148K | Buy |
3,387
+3,187
| +1,594% | +$139K | 0.01% | 825 |
|
|
2022
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q3 | $8K | Sell |
200
-3,187
| -94% | -$127K | ﹤0.01% | 1639 |
|
|
2022
Q2 | $155K | Hold |
3,387
| – | – | 0.01% | 859 |
|
|
2022
Q1 | $173K | Hold |
3,387
| – | – | ﹤0.01% | 953 |
|
|
2021
Q4 | $182K | Sell |
3,387
-3,187
| -48% | -$171K | ﹤0.01% | 1133 |
|
|
2021
Q3 | $303K | Hold |
6,574
| – | – | 0.01% | 753 |
|
|
2021
Q2 | $300K | Sell |
6,574
-322
| -5% | -$14.7K | 0.01% | 771 |
|
|
2021
Q1 | $309K | Buy |
+6,896
| New | +$309K | 0.01% | 847 |
|