Waverly Advisors’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 | $1.98M | Buy |
53,301
+2,131
| +4% | +$79.1K | 0.02% | 492 |
|
|
2025
Q1 | $2.02M | Buy |
51,170
+4,373
| +9% | +$173K | 0.02% | 476 |
|
|
2024
Q4 | $1.7M | Buy |
46,797
+2,218
| +5% | +$80.6K | 0.03% | 412 |
|
|
2024
Q3 | $1.72M | Buy |
44,579
+8,705
| +24% | +$336K | 0.03% | 359 |
|
|
2024
Q2 | $1.34M | Buy |
+35,874
| New | +$1.34M | 0.03% | 386 |
|