Bartlett & Co 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
Q1 | – | Sell |
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|
2024
Q4 | $54.5K | Sell |
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|
2024
Q3 | $97.6K | Hold |
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|
2024
Q2 | $94.5K | Hold |
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|
2024
Q1 | $93.8K | Hold |
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|
2023
Q4 | $95.3K | Hold |
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|
2023
Q3 | $86.9K | Hold |
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|
2023
Q2 | $101K | Hold |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $130K | Hold |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $127K | Buy |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $56.7K | Hold |
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|
2021
Q2 | $56.3K | Hold |
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|
2021
Q1 | $55.1K | Sell |
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|
2020
Q4 | $62.3K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $55.7K | Hold |
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|
2020
Q1 | $53.6K | Sell |
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|
2019
Q4 | $68.9K | Hold |
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|
2019
Q3 | $65.8K | Buy |
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|
2019
Q2 | $18.1K | Hold |
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|
2019
Q1 | $15.9K | Hold |
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|
2018
Q4 | $14.9K | Hold |
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|
2018
Q3 | $16.1K | Hold |
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|
2018
Q2 | $15.4K | Hold |
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|
2018
Q1 | $14.9K | Buy |
|