Wealth Enhancement Advisory Services’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 | $2.75M | Buy |
74,670
+14,724
| +25% | +$542K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $2.37M | Sell |
59,946
-3,684
| -6% | -$146K | ﹤0.01% | 1162 |
|
|
2024
Q4 | $2.31M | Buy |
63,630
+16,543
| +35% | +$601K | ﹤0.01% | 1106 |
|
|
2024
Q3 | $1.82M | Buy |
47,087
+4,666
| +11% | +$180K | ﹤0.01% | 1100 |
|
|
2024
Q2 | $1.58M | Buy |
42,421
+5,363
| +14% | +$200K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $1.37M | Buy |
37,058
+3,919
| +12% | +$145K | ﹤0.01% | 1102 |
|
|
2023
Q4 | $1.24M | Sell |
33,139
-633
| -2% | -$23.6K | ﹤0.01% | 1080 |
|
|
2023
Q3 | $1.16M | Buy |
+33,772
| New | +$1.16M | ﹤0.01% | 1039 |
|
|
2023
Q2 | – | Sell |
-5,841
| Closed | -$255K | – | 572 |
|
|
2023
Q1 | $255K | Buy |
+5,841
| New | +$255K | ﹤0.01% | 471 |
|
|
2022
Q4 | – | Sell |
-32,850
| Closed | -$1.33M | – | 377 |
|
|
2022
Q3 | $1.33M | Buy |
+32,850
| New | +$1.33M | 0.02% | 210 |
|
|
2021
Q4 | – | Sell |
-23,172
| Closed | -$1.09M | – | 338 |
|
|
2021
Q3 | $1.09M | Buy |
+23,172
| New | +$1.09M | 0.02% | 207 |
|