Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $67.8K | Buy |
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|
2023
Q3 | $62K | Buy |
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|
2023
Q2 | $71.7K | Buy |
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|
2023
Q1 | $78.1K | Buy |
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|
2022
Q4 | $85K | Buy |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q3 | $81K | Buy |
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|
2021
Q2 | $80K | Sell |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $92K | Buy |
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|
2020
Q3 | $78K | Sell |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $52K | Sell |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $43K | Buy |
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|
2018
Q3 | $47K | Buy |
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|
2018
Q2 | $45K | Buy |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $45K | Hold |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $41K | Hold |
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|
2017
Q1 | $41K | Hold |
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|
2016
Q4 | $38K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $31K | Buy |
|