Valley Wealth Managers’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 | – | Sell |
-33
| Closed | -$1.3K | – | 388 |
|
|
2025
Q1 | $1.3K | Hold |
33
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $1.2K | Hold |
33
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $1.27K | Buy |
+33
| New | +$1.27K | ﹤0.01% | 362 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 479 |
|
|
2022
Q4 | – | Sell |
-44
| Closed | -$2K | – | 506 |
|
|
2022
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 384 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 396 |
|