Halpern Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $23.7K | Hold |
|
|||||
|
2023
Q4 | $24.9K | Hold |
|
|||||
|
2023
Q3 | $22.6K | Hold |
|
|||||
|
2023
Q2 | $26.3K | Hold |
|
|||||
|
2023
Q1 | $28.7K | Hold |
|
|||||
|
2022
Q4 | $31.4K | Hold |
|
|||||
|
2022
Q3 | $27.2K | Hold |
|
|||||
|
2022
Q2 | $30.2K | Hold |
|
|||||
|
2022
Q1 | $33.6K | Hold |
|
|||||
|
2021
Q4 | $35.3K | Hold |
|
|||||
|
2021
Q3 | $30.3K | Sell |
|
|||||
|
2021
Q2 | $44.3K | Buy |
|
|||||
|
2021
Q1 | $29.4K | Hold |
|
|||||
|
2020
Q4 | $31.1K | Buy |
|