GW & Wade’s Essential Utilities WTRG Stock Holding History

GW & Wade’s Portfolio WTRG Stock Details WTRG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$220K	Buy
2023 Q2	–	Sell
2023 Q1	$218K	Sell
2022 Q4	$252K	Buy
2022 Q3	$206K	Buy
2022 Q2	$228K	Buy
2022 Q1	$249K	Buy
2021 Q4	$222K	Buy