Hazlett, Burt & Watson’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
Q2 | $18K | Sell |
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|
2025
Q1 | $85K | Sell |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $108K | Buy |
|
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|
2024
Q2 | $101K | Buy |
|
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|
2024
Q1 | $101K | Sell |
|
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $102K | Buy |
|
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|
2023
Q2 | $114K | Buy |
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|
2023
Q1 | $38K | Sell |
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|
2022
Q4 | $48K | Hold |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $25K | Buy |
|