Venturi Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-141
| Closed | -$5.12K | – | 1859 |
|
|
2024
Q4 | $5.12K | Buy |
141
+65
| +86% | +$2.36K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $2.93K | Sell |
76
-48
| -39% | -$1.85K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $4.63K | Buy |
124
+53
| +75% | +$1.98K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $2.65K | Hold |
71
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q4 | $2.65K | Buy |
71
+1
| +1% | +$37 | ﹤0.01% | 1149 |
|
|
2023
Q3 | $2.41K | Buy |
70
+10
| +17% | +$345 | ﹤0.01% | 1127 |
|
|
2023
Q2 | $2.39K | Buy |
60
+1
| +2% | +$40 | ﹤0.01% | 888 |
|
|
2023
Q1 | $2.59K | Buy |
+59
| New | +$2.59K | ﹤0.01% | 958 |
|