Stratos Wealth Partners’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 | $210K | Buy |
+5,644
| New | +$210K | ﹤0.01% | 1318 |
|
|
2022
Q4 | – | Sell |
-5,763
| Closed | -$239K | – | 1189 |
|
|
2022
Q3 | $239K | Sell |
5,763
-336
| -6% | -$13.9K | 0.01% | 956 |
|
|
2022
Q2 | $280K | Buy |
6,099
+14
| +0.2% | +$643 | 0.01% | 955 |
|
|
2022
Q1 | $311K | Buy |
6,085
+7
| +0.1% | +$358 | 0.01% | 975 |
|
|
2021
Q4 | $326K | Sell |
6,078
-1,881
| -24% | -$101K | 0.01% | 974 |
|
|
2021
Q3 | $367K | Buy |
7,959
+12
| +0.2% | +$553 | 0.01% | 877 |
|
|
2021
Q2 | $363K | Buy |
7,947
+1,911
| +32% | +$87.3K | 0.01% | 896 |
|
|
2021
Q1 | $270K | Sell |
6,036
-286
| -5% | -$12.8K | 0.01% | 923 |
|
|
2020
Q4 | $299K | Sell |
6,322
-317
| -5% | -$15K | 0.01% | 850 |
|
|
2020
Q3 | $267K | Sell |
6,639
-210
| -3% | -$8.45K | 0.01% | 826 |
|
|
2020
Q2 | $289K | Sell |
6,849
-182
| -3% | -$7.68K | 0.01% | 790 |
|
|
2020
Q1 | $286K | Sell |
7,031
-33
| -0.5% | -$1.34K | 0.01% | 706 |
|
|
2019
Q4 | $332K | Buy |
7,064
+725
| +11% | +$34.1K | 0.01% | 713 |
|
|
2019
Q3 | $284K | Buy |
+6,339
| New | +$284K | 0.01% | 745 |
|
|
2018
Q4 | – | Sell |
-4,838
| Closed | -$179K | – | 2522 |
|
|
2018
Q3 | $179K | Buy |
+4,838
| New | +$179K | 0.01% | 883 |
|
|
2018
Q2 | – | Sell |
-5,245
| Closed | -$179K | – | 2607 |
|
|
2018
Q1 | $179K | Buy |
5,245
+213
| +4% | +$7.27K | 0.01% | 951 |
|
|
2017
Q4 | $197K | Buy |
+5,032
| New | +$197K | 0.01% | 887 |
|