Glass Jacobson Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2025
Q1 | $7.26K | Hold |
200
| – | – | ﹤0.01% | 637 |
|
|
2024
Q4 | $7.26K | Hold |
200
| – | – | ﹤0.01% | 637 |
|
|
2024
Q3 | $7.71K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
|
2024
Q2 | $7.47K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2024
Q1 | $7.41K | Hold |
200
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $7.47K | Hold |
200
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $6.87K | Hold |
200
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $7.98K | Buy |
+200
| New | +$7.98K | ﹤0.01% | 530 |
|
|
2022
Q4 | $9.55K | Buy |
+200
| New | +$9.55K | ﹤0.01% | 523 |
|