Wealth Effects’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,223
| Closed | -$268K | – | 225 |
|
|
2024
Q1 | $268K | Sell |
7,223
-2,432
| -25% | -$90.1K | 0.1% | 162 |
|
|
2023
Q4 | $361K | Sell |
9,655
-3,449
| -26% | -$129K | 0.14% | 136 |
|
|
2023
Q3 | $450K | Buy |
13,104
+851
| +7% | +$29.2K | 0.22% | 101 |
|
|
2023
Q2 | $489K | Sell |
12,253
-100
| -0.8% | -$3.99K | 0.22% | 96 |
|
|
2023
Q1 | $539K | Buy |
12,353
+971
| +9% | +$42.4K | 0.28% | 81 |
|
|
2022
Q4 | $543K | Hold |
11,382
| – | – | 0.31% | 75 |
|
|
2022
Q3 | $471K | Buy |
11,382
+1
| +0% | +$41 | 0.29% | 80 |
|
|
2022
Q2 | $522K | Buy |
11,381
+3,798
| +50% | +$174K | 0.31% | 74 |
|
|
2022
Q1 | $388K | Buy |
7,583
+1
| +0% | +$51 | 0.18% | 107 |
|
|
2021
Q4 | $407K | Buy |
+7,582
| New | +$407K | 0.17% | 118 |
|