Addison Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.8K | Hold |
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|
2025
Q2 | $28.6K | Hold |
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|
2025
Q1 | $30.5K | Hold |
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|
2024
Q4 | $28K | Sell |
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|
2024
Q3 | $31.4K | Hold |
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|
2024
Q2 | $30.4K | Hold |
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|
2024
Q1 | $30.1K | Hold |
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|
2023
Q4 | $30.4K | Hold |
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|
2023
Q3 | $27.9K | Hold |
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|
2023
Q2 | $32.4K | Hold |
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|
2023
Q1 | $35.5K | Sell |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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|
2020
Q4 | $3K | Buy |
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