True Wealth Design’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 | $18.7K | Buy |
503
+501
| +25,050% | +$18.6K | 0.01% | 404 |
|
|
2025
Q1 | $80 | Sell |
2
-13
| -87% | -$520 | ﹤0.01% | 2273 |
|
|
2024
Q4 | $545 | Hold |
15
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q3 | $579 | Buy |
15
+3
| +25% | +$116 | ﹤0.01% | 1074 |
|
|
2024
Q2 | $448 | Buy |
12
+2
| +20% | +$75 | ﹤0.01% | 673 |
|
|
2024
Q1 | $371 | Sell |
10
-237
| -96% | -$8.79K | ﹤0.01% | 681 |
|
|
2023
Q4 | $9.23K | Buy |
247
+241
| +4,017% | +$9K | ﹤0.01% | 235 |
|
|
2023
Q3 | $206 | Hold |
6
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $240 | Hold |
6
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $262 | Hold |
6
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $286 | Buy |
+6
| New | +$286 | ﹤0.01% | 596 |
|