Baldrige Asset Management’s Essential Utilities WTRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$8K Sell
182
-178
-49% -$7.82K ﹤0.01% 273
2022
Q4
$17K Buy
+360
New +$17K 0.01% 222