Bromfield Sneider Wealth 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
2024
Q1
$61.4K Hold
2023
Q4
$61.9K Hold
2023
Q3
$56.9K Hold
2023
Q2
$66.1K Hold
2023
Q1
$72.3K Hold
2022
Q4
$79.1K Hold
2022
Q3
$69K Hold
2022
Q2
$76K Hold
2022
Q1
$85K Buy