Citizens National Bank Trust Department’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 | $39.9K | Sell |
|
|||||
|
2025
Q2 | $46.4K | Hold |
|
|||||
|
2025
Q1 | $49.4K | Sell |
|
|||||
|
2024
Q4 | $78.1K | Hold |
|
|||||
|
2024
Q3 | $82.9K | Sell |
|
|||||
|
2024
Q2 | $91.5K | Hold |
|
|||||
|
2024
Q1 | $90.8K | Hold |
|
|||||
|
2023
Q4 | $91.5K | Hold |
|
|||||
|
2023
Q3 | $84.1K | Hold |
|
|||||
|
2023
Q2 | $97.8K | Hold |
|
|||||
|
2023
Q1 | $107K | Hold |
|
|||||
|
2022
Q4 | $117K | Hold |
|
|||||
|
2022
Q3 | $101K | Hold |
|
|||||
|
2022
Q2 | $112K | Hold |
|
|||||
|
2022
Q1 | $110K | Hold |
|
|||||
|
2021
Q4 | $132K | Buy |
|