SS&H Financial Advisors’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 | $411K | Hold |
11,074
| – | – | 0.14% | 96 |
|
|
2025
Q1 | $438K | Hold |
11,074
| – | – | 0.16% | 92 |
|
|
2024
Q4 | $403K | Hold |
11,074
| – | – | 0.15% | 100 |
|
|
2024
Q3 | $427K | Hold |
11,074
| – | – | 0.16% | 101 |
|
|
2024
Q2 | $413K | Hold |
11,074
| – | – | 0.16% | 101 |
|
|
2024
Q1 | $410K | Hold |
11,074
| – | – | 0.17% | 97 |
|
|
2023
Q4 | $414K | Hold |
11,074
| – | – | 0.18% | 97 |
|
|
2023
Q3 | $380K | Buy |
+11,074
| New | +$380K | 0.18% | 96 |
|
|
2023
Q1 | $527K | Sell |
12,074
-1,000
| -8% | -$43.7K | 0.24% | 85 |
|
|
2022
Q4 | $624K | Hold |
13,074
| – | – | 0.3% | 75 |
|
|
2022
Q3 | $541K | Hold |
13,074
| – | – | 0.28% | 75 |
|
|
2022
Q2 | $599K | Hold |
13,074
| – | – | 0.28% | 76 |
|
|
2022
Q1 | $668K | Buy |
+13,074
| New | +$668K | 0.26% | 80 |
|