Princeton Global Asset Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Hold |
705
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $27.9K | Hold |
705
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $25.6K | Hold |
705
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $27.2K | Hold |
705
| – | – | 0.01% | 382 |
|
|
2024
Q2 | $26.3K | Hold |
705
| – | – | 0.01% | 363 |
|
|
2024
Q1 | $26.1K | Hold |
705
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $26.3K | Hold |
705
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $24.2K | Hold |
705
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $28.1K | Hold |
705
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $30.8K | Hold |
705
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $34K | Hold |
705
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $29K | Hold |
705
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $32K | Hold |
705
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $36K | Hold |
705
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $38K | Hold |
705
| – | – | 0.01% | 283 |
|
|
2021
Q3 | $32K | Buy |
705
+30
| +4% | +$1.36K | 0.01% | 298 |
|
|
2021
Q2 | $31K | Hold |
675
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $30K | Hold |
675
| – | – | 0.01% | 289 |
|
|
2020
Q4 | $32K | Hold |
675
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $27K | Hold |
675
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $28K | Hold |
675
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $27K | Hold |
675
| – | – | 0.01% | 281 |
|
|
2019
Q4 | $32 | Sell |
675
-443
| -40% | -$21 | 0.01% | 283 |
|
|
2019
Q3 | $51K | Buy |
1,118
+675
| +152% | +$30.8K | 0.03% | 208 |
|
|
2019
Q2 | $18K | Hold |
443
| – | – | 0.01% | 294 |
|
|
2019
Q1 | $16K | Buy |
+443
| New | +$16K | 0.01% | 270 |
|