Archer Investment Corporation’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
Q4 | $7.26K | Buy |
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|
2025
Q3 | $7.49K | Sell |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $10.9K | Buy |
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|
2024
Q3 | $11.4K | Buy |
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|
2024
Q2 | $11K | Buy |
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|
2024
Q1 | $10.9K | Sell |
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|
2023
Q4 | $84.1K | Buy |
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|
2023
Q3 | $77.2K | Buy |
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|
2023
Q2 | $85.4K | Buy |
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|
2023
Q1 | $81.8K | Hold |
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|
2022
Q4 | $93.5K | Hold |
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|
2022
Q3 | $81.1K | Hold |
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|
2022
Q2 | $89.8K | Hold |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $38.1K | Hold |
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|
2021
Q3 | $32.7K | Hold |
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|
2021
Q2 | $32.4K | Hold |
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|
2021
Q1 | $31.7K | Hold |
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|
2020
Q4 | $33.5K | Hold |
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|
2020
Q3 | $28.5K | Hold |
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|
2020
Q2 | $29.9K | Hold |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $33K | Buy |
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