Pine Valley Investments’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$959K Buy
2024
Q3
$767K Buy
2024
Q2
$741K Sell
2024
Q1
$755K Buy
2023
Q4
$761K Buy
2023
Q3
$698K Sell
2023
Q2
$816K Buy