Tower 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 | $223K | Sell |
6,007
-450
| -7% | -$16.7K | 0.13% | 78 |
|
|
2025
Q1 | $255K | Buy |
6,457
+28
| +0.4% | +$1.11K | 0.14% | 66 |
|
|
2024
Q4 | $234K | Sell |
6,429
-400
| -6% | -$14.5K | 0.12% | 64 |
|
|
2024
Q3 | $263K | Buy |
6,829
+111
| +2% | +$4.28K | 0.15% | 55 |
|
|
2024
Q2 | $251K | Buy |
6,718
+426
| +7% | +$15.9K | 0.15% | 54 |
|
|
2024
Q1 | $233K | Buy |
6,292
+77
| +1% | +$2.85K | 0.15% | 54 |
|
|
2023
Q4 | $232K | Buy |
6,215
+44
| +0.7% | +$1.64K | 0.16% | 49 |
|
|
2023
Q3 | $212K | Sell |
6,171
-1,569
| -20% | -$53.9K | 0.17% | 48 |
|
|
2023
Q2 | $309K | Hold |
7,740
| – | – | 0.25% | 44 |
|
|
2023
Q1 | $338K | Sell |
7,740
-300
| -4% | -$13.1K | 0.28% | 39 |
|
|
2022
Q4 | $384K | Sell |
8,040
-750
| -9% | -$35.8K | 0.33% | 34 |
|
|
2022
Q3 | $389K | Hold |
8,790
| – | – | 0.37% | 34 |
|
|
2022
Q2 | $403K | Sell |
8,790
-34
| -0.4% | -$1.56K | 0.54% | 30 |
|
|
2022
Q1 | $451K | Sell |
8,824
-290
| -3% | -$14.8K | 0.49% | 28 |
|
|
2021
Q4 | $489K | Sell |
9,114
-623
| -6% | -$33.4K | 0.5% | 26 |
|
|
2021
Q3 | $449K | Hold |
9,737
| – | – | 0.47% | 27 |
|
|
2021
Q2 | $445K | Hold |
9,737
| – | – | 0.49% | 29 |
|
|
2021
Q1 | $436K | Sell |
9,737
-1,243
| -11% | -$55.7K | 0.56% | 30 |
|
|
2020
Q4 | $519K | Buy |
+10,980
| New | +$519K | 0.59% | 21 |
|