Marcum Wealth’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
Q1 | $345K | Sell |
|
|||||
|
2024
Q4 | $334K | Buy |
|
|||||
|
2024
Q3 | $352K | Sell |
|
|||||
|
2024
Q2 | $344K | Buy |
|
|||||
|
2024
Q1 | $340K | Buy |
|
|||||
|
2023
Q4 | $339K | Sell |
|
|||||
|
2023
Q3 | $312K | Buy |
|
|||||
|
2023
Q2 | $362K | Buy |
|
|||||
|
2023
Q1 | $396K | Sell |
|
|||||
|
2022
Q4 | $434K | Buy |
|
|||||
|
2022
Q3 | $376K | Buy |
|
|||||
|
2022
Q2 | $416K | Hold |
|
|||||
|
2022
Q1 | $464K | Hold |
|
|||||
|
2021
Q4 | $487K | Sell |
|
|||||
|
2021
Q3 | $419K | Buy |
|
|||||
|
2021
Q2 | $349K | Buy |
|
|||||
|
2021
Q1 | $341K | Buy |
|