Fulton Bank’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,931
| Closed | -$288K | – | 679 |
|
|
2024
Q4 | $288K | Buy |
+7,931
| New | +$288K | 0.01% | 550 |
|
|
2023
Q4 | – | Sell |
-6,286
| Closed | -$216K | – | 608 |
|
|
2023
Q3 | $216K | Buy |
+6,286
| New | +$216K | 0.01% | 533 |
|
|
2023
Q2 | – | Sell |
-4,775
| Closed | -$208K | – | 580 |
|
|
2023
Q1 | $208K | Sell |
4,775
-18
| -0.4% | -$786 | 0.01% | 524 |
|
|
2022
Q4 | $229K | Sell |
4,793
-1,339
| -22% | -$64K | 0.01% | 474 |
|
|
2022
Q3 | $253K | Buy |
6,132
+223
| +4% | +$9.2K | 0.02% | 410 |
|
|
2022
Q2 | $271K | Sell |
5,909
-205
| -3% | -$9.4K | 0.02% | 407 |
|
|
2022
Q1 | $313K | Sell |
6,114
-1,253
| -17% | -$64.1K | 0.01% | 406 |
|
|
2021
Q4 | $395K | Sell |
7,367
-2
| -0% | -$107 | 0.02% | 384 |
|
|
2021
Q3 | $340K | Hold |
7,369
| – | – | 0.02% | 394 |
|
|
2021
Q2 | $336K | Hold |
7,369
| – | – | 0.02% | 376 |
|
|
2021
Q1 | $330K | Hold |
7,369
| – | – | 0.02% | 353 |
|
|
2020
Q4 | $348K | Hold |
7,369
| – | – | 0.02% | 325 |
|
|
2020
Q3 | $297K | Hold |
7,369
| – | – | 0.02% | 334 |
|
|
2020
Q2 | $311K | Hold |
7,369
| – | – | 0.02% | 312 |
|
|
2020
Q1 | $300K | Hold |
7,369
| – | – | 0.02% | 292 |
|
|
2019
Q4 | $346K | Hold |
7,369
| – | – | 0.02% | 305 |
|
|
2019
Q3 | $330K | Buy |
7,369
+2,000
| +37% | +$89.6K | 0.02% | 298 |
|
|
2019
Q2 | $222K | Buy |
+5,369
| New | +$222K | 0.02% | 391 |
|