Rowlandmiller & Partners’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 | $333K | Sell |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $547K | Hold |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $566K | Hold |
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|
2023
Q2 | $659K | Hold |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $778K | Hold |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $721K | Sell |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $533K | Buy |
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|
2021
Q1 | $408K | Buy |
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