True Wealth Design’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.4K | Buy |
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|
2025
Q2 | $18.7K | Buy |
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|
2025
Q1 | $80 | Sell |
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|
2024
Q4 | $545 | Hold |
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|
2024
Q3 | $579 | Buy |
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|
2024
Q2 | $448 | Buy |
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|
2024
Q1 | $371 | Sell |
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|
2023
Q4 | $9.23K | Buy |
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|
2023
Q3 | $206 | Hold |
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|
2023
Q2 | $240 | Hold |
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|
2023
Q1 | $262 | Hold |
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|
2022
Q4 | $286 | Buy |
|