Bell Investment 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
Q2 | $2.12K | Buy |
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2025
Q1 | $1.74K | Hold |
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|
2024
Q4 | $1.6K | Hold |
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|
2024
Q3 | $1.7K | Hold |
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|
2024
Q2 | $1.64K | Sell |
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|
2024
Q1 | $2.11K | Buy |
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|
2023
Q4 | $1.64K | Sell |
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|
2023
Q3 | $5.73K | Buy |
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|
2023
Q2 | $4.15K | Sell |
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|
2023
Q1 | $5.02K | Buy |
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|
2022
Q4 | $4.96K | Sell |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $4K | Buy |
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