Tidal Investments’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 | $608K | Buy |
+16,361
| New | +$608K | ﹤0.01% | 1244 |
|
|
2022
Q4 | – | Sell |
-12,690
| Closed | -$525K | – | 1215 |
|
|
2022
Q3 | $525K | Buy |
12,690
+9,299
| +274% | +$385K | 0.02% | 554 |
|
|
2022
Q2 | $156K | Sell |
3,391
-1,363
| -29% | -$62.7K | 0.01% | 1025 |
|
|
2022
Q1 | $243K | Buy |
4,754
+679
| +17% | +$34.7K | 0.01% | 929 |
|
|
2021
Q4 | $219K | Buy |
+4,075
| New | +$219K | 0.01% | 881 |
|