Strategic Investment Solutions’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 | $22.8K | Buy |
614
+5
| +0.8% | +$186 | 0.01% | 278 |
|
|
2025
Q1 | $24.1K | Buy |
609
+25
| +4% | +$988 | 0.01% | 272 |
|
|
2024
Q4 | $21.8K | Sell |
584
-15
| -3% | -$560 | 0.01% | 292 |
|
|
2024
Q3 | $23.1K | Buy |
599
+5
| +0.8% | +$193 | 0.01% | 268 |
|
|
2024
Q2 | $24.1K | Buy |
+594
| New | +$24.1K | 0.01% | 246 |
|
|
2023
Q4 | $21.8K | Buy |
+584
| New | +$21.8K | ﹤0.01% | 636 |
|