Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.9K | Hold |
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|
2025
Q2 | $23.2K | Sell |
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|
2025
Q1 | $64.2K | Sell |
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|
2024
Q4 | $59.1K | Sell |
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|
2024
Q3 | $78.8K | Hold |
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|
2024
Q2 | $76.2K | Hold |
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|
2024
Q1 | $75.7K | Hold |
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|
2023
Q4 | $76.3K | Hold |
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|
2023
Q3 | $70.1K | Sell |
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|
2023
Q2 | $95.5K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $114K | Buy |
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