First Affirmative Financial Network’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 | $372K | Sell |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $407K | Sell |
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|
2021
Q3 | $367K | Buy |
|