Choreo LLC’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 | $526K | Buy |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $630K | Buy |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $203K | Buy |
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