Avior Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $944 | Sell |
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|
2024
Q3 | $10.2K | Sell |
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|
2024
Q2 | $54K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $760 | Hold |
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|
2022
Q4 | $825 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Buy |
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