Resurgent Financial 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 | $575K | Hold |
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|
2025
Q2 | $535K | Hold |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $523K | Hold |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $534K | Hold |
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|
2023
Q4 | $538K | Hold |
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|
2023
Q3 | $495K | Hold |
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|
2023
Q2 | $575K | Hold |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $605K | Hold |
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|
2022
Q2 | $671K | Sell |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $774K | Buy |
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