Belpointe Asset 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
Q2 | $631K | Sell |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $622K | Sell |
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|
2023
Q4 | $654K | Buy |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $591K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $127K | Sell |
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|
2019
Q3 | $153K | Buy |
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|
2019
Q2 | $122K | Buy |
|