NewSquare Capital’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
Q3 | – | Sell |
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|
2025
Q2 | $12K | Buy |
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|
2025
Q1 | $11.5K | Buy |
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|
2024
Q4 | $400 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.42M | Hold |
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|
2023
Q2 | $3.98M | Hold |
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|
2023
Q1 | $4.35M | Hold |
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|
2022
Q4 | $4.76M | Hold |
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|
2022
Q3 | $4.13M | Hold |
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|
2022
Q2 | $4.57M | Hold |
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|
2022
Q1 | $5.1M | Buy |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $360K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $7.55M | Buy |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $39K | Sell |
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|
2019
Q2 | $7.67M | Sell |
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|
2019
Q1 | $6.77M | Hold |
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|
2018
Q4 | $6.35M | Buy |
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|
2018
Q3 | $6.84M | Hold |
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|
2018
Q2 | $6.76M | Buy |
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|
2018
Q1 | $6.18M | Hold |
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|
2017
Q4 | $7.12M | Buy |
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|
2017
Q3 | $5.97M | Buy |
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|
2017
Q2 | $5.83M | Buy |
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|
2017
Q1 | $5.62M | Buy |
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|
2016
Q4 | $5.23M | Buy |
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|
2016
Q3 | $5.28M | Sell |
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|
2016
Q2 | $6.84M | Buy |
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|
2016
Q1 | $6.08M | Buy |
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|
2015
Q4 | $26K | Hold |
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|
2015
Q3 | $23K | Hold |
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|
2015
Q2 | $21K | Hold |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $23K | Hold |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $23K | Hold |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $22K | Buy |
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