Matthew Hamilton Rosenberg’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 | $2.04K | Buy |
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|
2025
Q1 | $119 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.94K | Hold |
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|
2024
Q2 | $6.68K | Sell |
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|
2024
Q1 | $43.4K | Sell |
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|
2023
Q4 | $62.7K | Sell |
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|
2023
Q3 | $71.4K | Buy |
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|
2023
Q2 | $63.1K | Hold |
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|
2023
Q1 | $69K | Sell |
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|
2022
Q4 | $90.7K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $102K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $90K | Hold |
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|
2020
Q3 | $76K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $78K | Buy |
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