Ritter Daniher Financial Advisory’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 | $2.67K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $20K | Hold |
|
|||||
|
2023
Q1 | $21.8K | Hold |
|
|||||
|
2022
Q4 | $23.9K | Hold |
|
|||||
|
2022
Q3 | $21K | Hold |
|
|||||
|
2022
Q2 | $23K | Hold |
|
|||||
|
2022
Q1 | $26K | Hold |
|
|||||
|
2021
Q4 | $27K | Hold |
|
|||||
|
2021
Q3 | $23K | Hold |
|
|||||
|
2021
Q2 | $23K | Hold |
|
|||||
|
2021
Q1 | $22K | Buy |
|