RTD 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 | $283K | Hold |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $258K | Hold |
|
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $417K | Hold |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $488K | Buy |
|