First Personal Financial Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.73M | Sell |
44,865
-114
| -0.3% | -$4.4K | 0.37% | 63 |
|
|
2024
Q2 | $1.68M | Buy |
44,979
+1,305
| +3% | +$48.7K | 0.38% | 61 |
|
|
2024
Q1 | $1.62M | Buy |
43,674
+478
| +1% | +$17.7K | 0.38% | 58 |
|
|
2023
Q4 | $1.61M | Buy |
43,196
+535
| +1% | +$20K | 0.39% | 60 |
|
|
2023
Q3 | $1.46M | Sell |
42,661
-3,109
| -7% | -$107K | 0.38% | 59 |
|
|
2023
Q2 | $1.83M | Sell |
45,770
-581
| -1% | -$23.2K | 0.45% | 56 |
|
|
2023
Q1 | $2.02M | Buy |
46,351
+1,117
| +2% | +$48.8K | 0.52% | 53 |
|
|
2022
Q4 | $2.16M | Buy |
45,234
+1,610
| +4% | +$76.8K | 0.58% | 49 |
|
|
2022
Q3 | $1.81M | Buy |
43,624
+585
| +1% | +$24.2K | 0.52% | 52 |
|
|
2022
Q2 | $1.97M | Buy |
43,039
+370
| +0.9% | +$17K | 0.55% | 51 |
|
|
2022
Q1 | $2.18M | Buy |
42,669
+4,409
| +12% | +$225K | 0.51% | 54 |
|
|
2021
Q4 | $2.05M | Hold |
38,260
| – | – | 0.46% | 53 |
|
|
2021
Q3 | $1.76M | Buy |
38,260
+320
| +0.8% | +$14.7K | 0.44% | 54 |
|
|
2021
Q2 | $1.73M | Buy |
37,940
+1,419
| +4% | +$64.9K | 0.44% | 54 |
|
|
2021
Q1 | $1.63M | Buy |
36,521
+1,625
| +5% | +$72.7K | 0.45% | 56 |
|
|
2020
Q4 | $1.65M | Buy |
34,896
+1,489
| +4% | +$70.4K | 0.47% | 53 |
|
|
2020
Q3 | $1.35M | Sell |
33,407
-367
| -1% | -$14.8K | 0.43% | 55 |
|
|
2020
Q2 | $1.43M | Buy |
33,774
+1,286
| +4% | +$54.3K | 0.49% | 55 |
|
|
2020
Q1 | $1.32M | Buy |
32,488
+2,081
| +7% | +$84.7K | 0.51% | 54 |
|
|
2019
Q4 | $1.43M | Buy |
30,407
+455
| +2% | +$21.4K | 0.46% | 57 |
|
|
2019
Q3 | $1.34M | Sell |
29,952
-195
| -0.6% | -$8.74K | 0.42% | 58 |
|
|
2019
Q2 | $1.25M | Buy |
30,147
+160
| +0.5% | +$6.62K | 0.36% | 63 |
|
|
2019
Q1 | $1.09M | Buy |
29,987
+345
| +1% | +$12.6K | 0.33% | 68 |
|
|
2018
Q4 | $1.01M | Sell |
29,642
-4,437
| -13% | -$152K | 0.35% | 68 |
|
|
2018
Q3 | $1.26M | Buy |
34,079
+8,555
| +34% | +$316K | 0.4% | 63 |
|
|
2018
Q2 | $898K | Buy |
25,524
+6,395
| +33% | +$225K | 0.3% | 75 |
|
|
2018
Q1 | $652K | Buy |
19,129
+15,404
| +414% | +$525K | 0.14% | 128 |
|
|
2017
Q4 | $146K | Buy |
3,725
+455
| +14% | +$17.8K | 0.03% | 285 |
|
|
2017
Q3 | $109K | Buy |
3,270
+1,200
| +58% | +$40K | 0.02% | 306 |
|
|
2017
Q2 | $69K | Hold |
2,070
| – | – | 0.02% | 361 |
|
|
2017
Q1 | $67K | Buy |
+2,070
| New | +$67K | 0.02% | 342 |
|