Procyon Advisors’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 | $349K | Hold |
|
|||||
|
2025
Q2 | $325K | Sell |
|
|||||
|
2025
Q1 | $362K | Hold |
|
|||||
|
2024
Q4 | $332K | Sell |
|
|||||
|
2024
Q3 | $401K | Hold |
|
|||||
|
2024
Q2 | $388K | Hold |
|
|||||
|
2024
Q1 | $386K | Buy |
|
|||||
|
2023
Q4 | $374K | Buy |
|
|||||
|
2023
Q3 | $343K | Hold |
|
|||||
|
2023
Q2 | $399K | Sell |
|
|||||
|
2023
Q1 | $437K | Sell |
|
|||||
|
2022
Q4 | $478K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $6K | Hold |
|
|||||
|
2020
Q1 | $6K | Hold |
|
|||||
|
2019
Q4 | $7K | Buy |
|