Spirit of America Management Corp’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 | $1.05M | Buy |
28,350
+4,750
| +20% | +$176K | 0.22% | 122 |
|
|
2025
Q1 | $933K | Buy |
23,600
+2,100
| +10% | +$83K | 0.19% | 126 |
|
|
2024
Q4 | $781K | Buy |
21,500
+3,500
| +19% | +$127K | 0.16% | 132 |
|
|
2024
Q3 | $694K | Buy |
18,000
+2,000
| +13% | +$77.1K | 0.14% | 140 |
|
|
2024
Q2 | $597K | Buy |
16,000
+2,800
| +21% | +$105K | 0.12% | 147 |
|
|
2024
Q1 | $489K | Hold |
13,200
| – | – | 0.1% | 162 |
|
|
2023
Q4 | $493K | Buy |
13,200
+400
| +3% | +$14.9K | 0.11% | 156 |
|
|
2023
Q3 | $439K | Buy |
12,800
+2,550
| +25% | +$87.5K | 0.1% | 148 |
|
|
2023
Q2 | $409K | Buy |
10,250
+8,500
| +486% | +$339K | 0.09% | 156 |
|
|
2023
Q1 | $76.4K | Buy |
+1,750
| New | +$76.4K | 0.02% | 213 |
|