Mascoma Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Hold |
1,766
| – | – | 0.02% | 165 |
|
|
2025
Q1 | $69.8K | Hold |
1,766
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $64.1K | Hold |
1,766
| – | – | 0.02% | 179 |
|
|
2024
Q3 | $68.1K | Hold |
1,766
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $65.9K | Buy |
+1,766
| New | +$65.9K | 0.02% | 168 |
|
|
2023
Q2 | – | Sell |
-407
| Closed | -$17.4K | – | 683 |
|
|
2023
Q1 | $17.4K | Buy |
407
+1
| +0.2% | +$43 | 0.01% | 352 |
|
|
2022
Q4 | $19.4K | Buy |
406
+1
| +0.2% | +$48 | 0.01% | 336 |
|
|
2022
Q3 | $17K | Buy |
405
+1
| +0.2% | +$42 | 0.01% | 346 |
|
|
2022
Q2 | $19K | Buy |
404
+1
| +0.2% | +$47 | 0.01% | 348 |
|
|
2022
Q1 | $21K | Buy |
403
+1
| +0.2% | +$52 | 0.01% | 368 |
|
|
2021
Q4 | $22K | Buy |
402
+1
| +0.2% | +$55 | 0.01% | 321 |
|
|
2021
Q3 | $18K | Buy |
+401
| New | +$18K | 0.01% | 304 |
|
|
2021
Q2 | – | Sell |
-399
| Closed | -$18K | – | 433 |
|
|
2021
Q1 | $18K | Buy |
+399
| New | +$18K | 0.01% | 304 |
|
|
2019
Q3 | – | Sell |
-165
| Closed | -$7K | – | 350 |
|
|
2019
Q2 | $7K | Buy |
165
+1
| +0.6% | +$42 | ﹤0.01% | 287 |
|
|
2019
Q1 | $6K | Buy |
164
+1
| +0.6% | +$37 | ﹤0.01% | 291 |
|
|
2018
Q4 | $6K | Buy |
163
+1
| +0.6% | +$37 | ﹤0.01% | 292 |
|
|
2018
Q3 | $6K | Buy |
162
+1
| +0.6% | +$37 | ﹤0.01% | 317 |
|
|
2018
Q2 | $6K | Buy |
161
+1
| +0.6% | +$37 | ﹤0.01% | 308 |
|
|
2018
Q1 | $5K | Buy |
160
+1
| +0.6% | +$31 | ﹤0.01% | 313 |
|
|
2017
Q4 | $6K | Buy |
159
+1
| +0.6% | +$38 | ﹤0.01% | 294 |
|
|
2017
Q3 | $5K | Buy |
158
+1
| +0.6% | +$32 | ﹤0.01% | 327 |
|
|
2017
Q2 | $5K | Buy |
+157
| New | +$5K | ﹤0.01% | 327 |
|