Levy Wealth Management Group’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 | $534K | Buy |
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|
2024
Q1 | $530K | Hold |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $501K | Buy |
|
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|
2023
Q2 | $580K | Buy |
|
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|
2023
Q1 | $633K | Buy |
|
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $374K | Buy |
|
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $462K | Buy |
|
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|
2021
Q4 | $485K | Sell |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $437K | Buy |
|