Colonial Trust’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 | $98.8K | Hold |
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|
2025
Q2 | $92K | Sell |
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|
2025
Q1 | $104K | Sell |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $90.4K | Hold |
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|
2024
Q2 | $87.5K | Sell |
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|
2024
Q1 | $88.9K | Buy |
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|
2023
Q4 | $44.6K | Sell |
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|
2023
Q3 | $46.2K | Hold |
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|
2023
Q2 | $53.7K | Sell |
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|
2023
Q1 | $74.4K | Buy |
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|
2022
Q4 | $13.4K | Buy |
|