Benedict Financial 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 | $2.45M | Sell |
|
|||||
|
2025
Q1 | $2.92M | Sell |
|
|||||
|
2024
Q4 | $2.82M | Buy |
|
|||||
|
2024
Q3 | $2.96M | Buy |
|
|||||
|
2024
Q2 | $2.7M | Sell |
|
|||||
|
2024
Q1 | $2.79M | Sell |
|
|||||
|
2023
Q4 | $2.83M | Buy |
|
|||||
|
2023
Q3 | $2.59M | Sell |
|
|||||
|
2023
Q2 | $3.02M | Buy |
|
|||||
|
2023
Q1 | $3.28M | Buy |
|
|||||
|
2022
Q4 | $3.55M | Sell |
|
|||||
|
2022
Q3 | $3.09M | Sell |
|
|||||
|
2022
Q2 | $3.43M | Buy |
|
|||||
|
2022
Q1 | $3.82M | Buy |
|
|||||
|
2021
Q4 | $4M | Buy |
|
|||||
|
2021
Q3 | $3.43M | Sell |
|
|||||
|
2021
Q2 | $3.42M | Sell |
|
|||||
|
2021
Q1 | $3.35M | Buy |
|
|||||
|
2020
Q4 | $3.48M | Buy |
|
|||||
|
2020
Q3 | $2.96M | Buy |
|
|||||
|
2020
Q2 | $3.09M | Buy |
|
|||||
|
2020
Q1 | $2.97M | Sell |
|
|||||
|
2019
Q4 | $3.48M | Buy |
|
|||||
|
2019
Q3 | $3.32M | Sell |
|
|||||
|
2019
Q2 | $3.09M | Buy |
|
|||||
|
2019
Q1 | $2.68M | Buy |
|
|||||
|
2018
Q4 | $2.51M | Buy |
|
|||||
|
2018
Q3 | $2.69M | Buy |
|
|||||
|
2018
Q2 | $2.55M | Buy |
|
|||||
|
2018
Q1 | $2.46M | Buy |
|
|||||
|
2017
Q4 | $2.83M | Sell |
|
|||||
|
2017
Q3 | $2.41M | Buy |
|
|||||
|
2017
Q2 | $2.39M | Buy |
|
|||||
|
2017
Q1 | $2.23M | Buy |
|
|||||
|
2016
Q4 | $1.99M | Buy |
|
|||||
|
2016
Q3 | $1.97M | Buy |
|
|||||
|
2016
Q2 | $2.29M | Buy |
|
|||||
|
2016
Q1 | $2.02M | Buy |
|
|||||
|
2015
Q4 | $1.85M | Buy |
|
|||||
|
2015
Q3 | $1.57M | Buy |
|
|||||
|
2015
Q2 | $1.43M | Buy |
|
|||||
|
2015
Q1 | $1.46M | Buy |
|
|||||
|
2014
Q4 | $1.43M | Buy |
|