Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $27.5K | Hold |
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|
2024
Q3 | $31.6K | Sell |
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|
2024
Q2 | $36.5K | Buy |
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|
2024
Q1 | $35.5K | Sell |
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|
2023
Q4 | $35.8K | Buy |
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|
2023
Q3 | $28.6K | Buy |
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|
2023
Q2 | $33K | Buy |
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|
2023
Q1 | $34K | Sell |
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|
2022
Q4 | $37.8K | Buy |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $29K | Sell |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $10K | Buy |
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