Barrett & Company’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
500
| – | – | 0.01% | 425 |
|
|
2025
Q1 | $19.8K | Hold |
500
| – | – | 0.01% | 376 |
|
|
2024
Q4 | $18.2K | Hold |
500
| – | – | 0.01% | 384 |
|
|
2024
Q3 | $19.3K | Hold |
500
| – | – | 0.01% | 368 |
|
|
2024
Q2 | $18.7K | Hold |
500
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $18.5K | Hold |
500
| – | – | 0.01% | 379 |
|
|
2023
Q4 | $18.7K | Hold |
500
| – | – | 0.01% | 358 |
|
|
2023
Q3 | $17.2K | Hold |
500
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $20K | Hold |
500
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $21.8K | Hold |
500
| – | – | 0.01% | 318 |
|
|
2022
Q4 | $23.9K | Hold |
500
| – | – | 0.02% | 293 |
|
|
2022
Q3 | $23.9K | Buy |
+500
| New | +$23.9K | 0.02% | 293 |
|