Glass Jacobson Investment Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $7.43K | Hold |
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|
2025
Q1 | $7.26K | Hold |
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|
2024
Q4 | $7.26K | Hold |
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|
2024
Q3 | $7.71K | Hold |
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|
2024
Q2 | $7.47K | Hold |
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|
2024
Q1 | $7.41K | Hold |
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|
2023
Q4 | $7.47K | Hold |
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|
2023
Q3 | $6.87K | Hold |
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|
2023
Q2 | $7.98K | Buy |
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|
2022
Q4 | $9.55K | Buy |
|