City State Bank’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 | $14.1K | Hold |
380
| – | – | ﹤0.01% | 474 |
|
|
2025
Q1 | $15K | Hold |
380
| – | – | 0.01% | 459 |
|
|
2024
Q4 | $13.8K | Hold |
380
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $14.7K | Hold |
380
| – | – | 0.01% | 457 |
|
|
2024
Q2 | $14.2K | Hold |
380
| – | – | 0.01% | 448 |
|
|
2024
Q1 | $14K | Hold |
380
| – | – | 0.01% | 449 |
|
|
2023
Q4 | $14K | Hold |
380
| – | – | 0.01% | 431 |
|
|
2023
Q3 | $13K | Hold |
380
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $15K | Hold |
380
| – | – | 0.01% | 423 |
|
|
2023
Q1 | $17K | Hold |
380
| – | – | 0.01% | 407 |
|
|
2022
Q4 | $18K | Hold |
380
| – | – | 0.01% | 380 |
|
|
2022
Q3 | $16K | Hold |
380
| – | – | 0.01% | 380 |
|
|
2022
Q2 | $17K | Hold |
380
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $19K | Hold |
380
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $20K | Buy |
+380
| New | +$20K | 0.01% | 386 |
|