BFA
Benedict Financial Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
66,026
-7,956
| -11% | -$295K | 0.56% | 64 |
|
|
2025
Q1 | $2.92M | Sell |
73,982
-3,718
| -5% | -$147K | 0.68% | 53 |
|
|
2024
Q4 | $2.82M | Buy |
77,700
+902
| +1% | +$32.8K | 0.69% | 58 |
|
|
2024
Q3 | $2.96M | Buy |
76,798
+4,448
| +6% | +$172K | 0.7% | 54 |
|
|
2024
Q2 | $2.7M | Sell |
72,350
-2,841
| -4% | -$106K | 0.69% | 56 |
|
|
2024
Q1 | $2.79M | Sell |
75,191
-569
| -0.8% | -$21.1K | 0.71% | 56 |
|
|
2023
Q4 | $2.83M | Buy |
75,760
+228
| +0.3% | +$8.52K | 0.77% | 47 |
|
|
2023
Q3 | $2.59M | Sell |
75,532
-199
| -0.3% | -$6.83K | 0.75% | 50 |
|
|
2023
Q2 | $3.02M | Buy |
75,731
+488
| +0.6% | +$19.5K | 0.83% | 49 |
|
|
2023
Q1 | $3.28M | Buy |
75,243
+764
| +1% | +$33.3K | 0.92% | 43 |
|
|
2022
Q4 | $3.55M | Sell |
74,479
-111
| -0.1% | -$5.3K | 1.06% | 40 |
|
|
2022
Q3 | $3.09M | Sell |
74,590
-190
| -0.3% | -$7.86K | 0.99% | 41 |
|
|
2022
Q2 | $3.43M | Buy |
74,780
+115
| +0.2% | +$5.27K | 1.01% | 39 |
|
|
2022
Q1 | $3.82M | Buy |
74,665
+140
| +0.2% | +$7.16K | 1.02% | 40 |
|
|
2021
Q4 | $4M | Buy |
74,525
+31
| +0% | +$1.66K | 1.04% | 36 |
|
|
2021
Q3 | $3.43M | Sell |
74,494
-380
| -0.5% | -$17.5K | 0.96% | 41 |
|
|
2021
Q2 | $3.42M | Sell |
74,874
-3
| -0% | -$137 | 0.95% | 43 |
|
|
2021
Q1 | $3.35M | Buy |
74,877
+1,248
| +2% | +$55.9K | 0.97% | 38 |
|
|
2020
Q4 | $3.48M | Buy |
73,629
+119
| +0.2% | +$5.63K | 1.25% | 28 |
|
|
2020
Q3 | $2.96M | Buy |
73,510
+400
| +0.5% | +$16.1K | 1.14% | 32 |
|
|
2020
Q2 | $3.09M | Buy |
73,110
+158
| +0.2% | +$6.67K | 1.27% | 28 |
|
|
2020
Q1 | $2.97M | Sell |
72,952
-1,121
| -2% | -$45.6K | 1.4% | 25 |
|
|
2019
Q4 | $3.48M | Buy |
74,073
+96
| +0.1% | +$4.51K | 1.36% | 27 |
|
|
2019
Q3 | $3.32M | Sell |
73,977
-798
| -1% | -$35.8K | 1.36% | 29 |
|
|
2019
Q2 | $3.09M | Buy |
74,775
+1,221
| +2% | +$50.5K | 1.29% | 30 |
|
|
2019
Q1 | $2.68M | Buy |
73,554
+88
| +0.1% | +$3.21K | 1.16% | 33 |
|
|
2018
Q4 | $2.51M | Buy |
73,466
+642
| +0.9% | +$22K | 1.24% | 31 |
|
|
2018
Q3 | $2.69M | Buy |
72,824
+264
| +0.4% | +$9.74K | 1.2% | 31 |
|
|
2018
Q2 | $2.55M | Buy |
72,560
+341
| +0.5% | +$12K | 1.26% | 31 |
|
|
2018
Q1 | $2.46M | Buy |
72,219
+142
| +0.2% | +$4.84K | 1.24% | 30 |
|
|
2017
Q4 | $2.83M | Sell |
72,077
-532
| -0.7% | -$20.9K | 1.36% | 28 |
|
|
2017
Q3 | $2.41M | Buy |
72,609
+1,729
| +2% | +$57.4K | 1.24% | 34 |
|
|
2017
Q2 | $2.39M | Buy |
70,880
+1,686
| +2% | +$56.8K | 1.24% | 34 |
|
|
2017
Q1 | $2.23M | Buy |
69,194
+3,061
| +5% | +$98.4K | 1.21% | 35 |
|
|
2016
Q4 | $1.99M | Buy |
66,133
+869
| +1% | +$26.1K | 1.15% | 36 |
|
|
2016
Q3 | $1.97M | Buy |
65,264
+353
| +0.5% | +$10.7K | 1.15% | 35 |
|
|
2016
Q2 | $2.29M | Buy |
64,911
+1,449
| +2% | +$51.1K | 1.34% | 32 |
|
|
2016
Q1 | $2.02M | Buy |
63,462
+1,305
| +2% | +$41.5K | 1.23% | 33 |
|
|
2015
Q4 | $1.85M | Buy |
62,157
+2,827
| +5% | +$84.2K | 1.18% | 36 |
|
|
2015
Q3 | $1.57M | Buy |
59,330
+1,661
| +3% | +$44K | 1.09% | 39 |
|
|
2015
Q2 | $1.43M | Buy |
57,669
+2,805
| +5% | +$69.6K | 0.93% | 41 |
|
|
2015
Q1 | $1.46M | Buy |
54,864
+1,071
| +2% | +$28.5K | 0.94% | 41 |
|
|
2014
Q4 | $1.43M | Buy |
+53,793
| New | +$1.43M | 0.94% | 42 |
|