Riverview Trust Company’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 | – | Sell |
-1,154
| Closed | -$45.6K | – | 588 |
|
|
2025
Q1 | $45.6K | Sell |
1,154
-24
| -2% | -$949 | 0.05% | 236 |
|
|
2024
Q4 | $42.8K | Hold |
1,178
| – | – | 0.04% | 245 |
|
|
2024
Q3 | $45.4K | Buy |
1,178
+24
| +2% | +$926 | 0.04% | 256 |
|
|
2024
Q2 | $43.1K | Hold |
1,154
| – | – | 0.04% | 246 |
|
|
2024
Q1 | $42.8K | Buy |
+1,154
| New | +$42.8K | 0.03% | 265 |
|
|
2023
Q3 | – | Sell |
-325
| Closed | -$13K | – | 721 |
|
|
2023
Q2 | $13K | Hold |
325
| – | – | 0.01% | 630 |
|
|
2023
Q1 | $14.2K | Buy |
+325
| New | +$14.2K | 0.01% | 516 |
|
|
2022
Q4 | – | Sell |
-310
| Closed | -$13K | – | 877 |
|
|
2022
Q3 | $13K | Hold |
310
| – | – | 0.01% | 547 |
|
|
2022
Q2 | $14K | Buy |
+310
| New | +$14K | 0.01% | 531 |
|