Citizens National Bank Trust Department’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4K | Hold |
1,250
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $49.4K | Sell |
1,250
-900
| -42% | -$35.6K | 0.01% | 243 |
|
|
2024
Q4 | $78.1K | Hold |
2,150
| – | – | 0.02% | 206 |
|
|
2024
Q3 | $82.9K | Sell |
2,150
-300
| -12% | -$11.6K | 0.02% | 201 |
|
|
2024
Q2 | $91.5K | Hold |
2,450
| – | – | 0.02% | 194 |
|
|
2024
Q1 | $90.8K | Hold |
2,450
| – | – | 0.02% | 193 |
|
|
2023
Q4 | $91.5K | Hold |
2,450
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $84.1K | Hold |
2,450
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $97.8K | Hold |
2,450
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $107K | Hold |
2,450
| – | – | 0.03% | 165 |
|
|
2022
Q4 | $117K | Hold |
2,450
| – | – | 0.03% | 165 |
|
|
2022
Q3 | $101K | Hold |
2,450
| – | – | 0.03% | 164 |
|
|
2022
Q2 | $112K | Hold |
2,450
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $110K | Hold |
2,450
| – | – | 0.04% | 152 |
|
|
2021
Q4 | $132K | Buy |
+2,450
| New | +$132K | 0.05% | 147 |
|