Concord Wealth Partners’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
Q2 | $13.3K | Buy |
|
|||||
|
2025
Q1 | $14K | Buy |
|
|||||
|
2024
Q4 | $12.8K | Buy |
|
|||||
|
2024
Q3 | $13.5K | Buy |
|
|||||
|
2024
Q2 | $12.9K | Buy |
|
|||||
|
2024
Q1 | $12.7K | Buy |
|
|||||
|
2023
Q4 | $12.7K | Buy |
|
|||||
|
2023
Q3 | $11.6K | Buy |
|
|||||
|
2023
Q2 | $13.4K | Buy |
|
|||||
|
2023
Q1 | $14.5K | Buy |
|
|||||
|
2022
Q4 | $15.8K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $17K | Buy |
|
|||||
|
2022
Q1 | $19K | Sell |
|
|||||
|
2021
Q4 | $31K | Buy |
|