Bar Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $342K | Buy |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $289K | Hold |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $398K | Sell |
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|
2019
Q4 | $459K | Sell |
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|
2019
Q3 | $463K | Buy |
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|
2019
Q2 | $424K | Hold |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $355K | Sell |
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|
2018
Q3 | $386K | Sell |
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|
2018
Q2 | $370K | Sell |
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|
2018
Q1 | $412K | Sell |
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|
2017
Q4 | $484K | Sell |
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|
2017
Q3 | $412K | Sell |
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|
2017
Q2 | $413K | Sell |
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|
2017
Q1 | $406K | Buy |
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|
2016
Q4 | $370K | Buy |
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|
2016
Q3 | $370K | Hold |
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|
2016
Q2 | $433K | Hold |
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|
2016
Q1 | $387K | Buy |
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|
2015
Q4 | $298K | Hold |
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|
2015
Q3 | $265K | Sell |
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|
2015
Q2 | $274K | Buy |
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|
2015
Q1 | $274K | Buy |
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|
2014
Q4 | $277K | Buy |
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|
2014
Q3 | $216K | Buy |
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|
2014
Q2 | $239K | Hold |
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|
2014
Q1 | $229K | Hold |
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|
2013
Q4 | $215K | Hold |
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|
2013
Q3 | $226K | Hold |
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|
2013
Q2 | $228K | Buy |
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