Perigon Wealth Management’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
Q4 | $958K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $97K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $55K | Hold |
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|
2017
Q4 | $64K | Hold |
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|
2017
Q3 | $54K | Sell |
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|
2017
Q2 | $808K | Sell |
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|
2017
Q1 | $798K | Buy |
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|
2016
Q4 | $710K | Buy |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $52K | Buy |
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