Bernardo Wealth Planning’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
Q3 | $442K | Sell |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $448K | Buy |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $768K | Buy |
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|
2024
Q1 | $762K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $707K | Sell |
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|
2023
Q2 | $834K | Hold |
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|
2023
Q1 | $912K | Hold |
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|
2022
Q4 | $997K | Hold |
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|
2022
Q3 | $854K | Hold |
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|
2022
Q2 | $958K | Hold |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $962K | Sell |
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|
2021
Q2 | $965K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.23M | Hold |
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|
2019
Q3 | $1.17M | Hold |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $955K | Sell |
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|
2018
Q4 | $944K | Buy |
|