Norwood Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $13.9K | Hold |
375
| – | – | 0.02% | 226 |
|
|
2023
Q4 | $14K | Hold |
375
| – | – | 0.02% | 211 |
|
|
2023
Q3 | $12.9K | Hold |
375
| – | – | 0.02% | 211 |
|
|
2023
Q2 | $15K | Hold |
375
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $16.4K | Hold |
375
| – | – | 0.03% | 193 |
|
|
2022
Q4 | $17.9K | Hold |
375
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $15K | Hold |
375
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $17K | Hold |
375
| – | – | 0.03% | 184 |
|
|
2022
Q1 | $19K | Hold |
375
| – | – | 0.03% | 181 |
|
|
2021
Q4 | $20K | Buy |
+375
| New | +$20K | 0.03% | 183 |
|