Newbridge Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966 | Hold |
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|
2025
Q1 | $1.03K | Sell |
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|
2024
Q4 | $9.98K | Buy |
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|
2024
Q3 | $6.4K | Buy |
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|
2024
Q2 | $971 | Hold |
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|
2024
Q1 | $963 | Hold |
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|
2023
Q4 | $971 | Hold |
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|
2023
Q3 | $893 | Hold |
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|
2023
Q2 | $1.04K | Hold |
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|
2023
Q1 | $1.14K | Sell |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $23K | Buy |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q3 | $8K | Sell |
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|
2021
Q2 | $9K | Sell |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $9K | Sell |
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|
2020
Q3 | $10K | Buy |
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