Wealthspire Advisors (New York)’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 | $608K | Buy |
16,359
+37
| +0.2% | +$1.37K | ﹤0.01% | 493 |
|
|
2025
Q1 | $645K | Buy |
16,322
+327
| +2% | +$12.9K | ﹤0.01% | 462 |
|
|
2024
Q4 | $581K | Buy |
15,995
+645
| +4% | +$23.4K | 0.01% | 475 |
|
|
2024
Q3 | $592K | Sell |
15,350
-2,734
| -15% | -$105K | 0.01% | 458 |
|
|
2024
Q2 | $675K | Sell |
18,084
-1,089
| -6% | -$40.7K | 0.01% | 373 |
|
|
2024
Q1 | $710K | Sell |
19,173
-113
| -0.6% | -$4.19K | 0.01% | 365 |
|
|
2023
Q4 | $720K | Hold |
19,286
| – | – | 0.01% | 364 |
|
|
2023
Q3 | $662K | Sell |
19,286
-300
| -2% | -$10.3K | 0.01% | 341 |
|
|
2023
Q2 | $782K | Hold |
19,586
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $855K | Sell |
19,586
-382
| -2% | -$16.7K | 0.01% | 276 |
|
|
2022
Q4 | $953K | Sell |
19,968
-28
| -0.1% | -$1.34K | 0.02% | 271 |
|
|
2022
Q3 | $827K | Buy |
19,996
+193
| +1% | +$7.98K | 0.02% | 254 |
|
|
2022
Q2 | $908K | Buy |
+19,803
| New | +$908K | 0.02% | 221 |
|
|
2022
Q1 | – | Sell |
-3,924
| Closed | -$211K | – | 556 |
|
|
2021
Q4 | $211K | Buy |
+3,924
| New | +$211K | ﹤0.01% | 513 |
|