Wolverine Trading’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 | – | Hold |
0
| – | – | – | 2460 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2298 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2284 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2249 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2226 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2358 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2691 |
|
|
2021
Q4 | – | Sell |
-6,205
| Closed | -$291K | – | 2792 |
|
|
2021
Q3 | $291K | Sell |
6,205
-597
| -9% | -$28K | ﹤0.01% | 1331 |
|
|
2021
Q2 | $314K | Buy |
+6,802
| New | +$314K | ﹤0.01% | 1214 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2581 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2247 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2131 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2080 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2130 |
|
|
2018
Q3 | – | Sell |
-10,229
| Closed | -$348K | – | 2366 |
|
|
2018
Q2 | $348K | Hold |
10,229
| – | – | ﹤0.01% | 853 |
|
|
2018
Q1 | $348K | Sell |
10,229
-4,159
| -29% | -$141K | ﹤0.01% | 853 |
|
|
2017
Q4 | $564K | Buy |
+14,388
| New | +$564K | ﹤0.01% | 837 |
|