Bay Colony Advisors’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 | $222K | Buy |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $201K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $223K | Buy |
|