Sandy Spring Bank’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.29K | Sell |
58
-106
| -65% | -$4.19K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $5.96K | Hold |
164
| – | – | ﹤0.01% | 949 |
|
|
2024
Q3 | $6.33K | Hold |
164
| – | – | ﹤0.01% | 928 |
|
|
2024
Q2 | $6.12K | Hold |
164
| – | – | ﹤0.01% | 960 |
|
|
2024
Q1 | $6.08K | Hold |
164
| – | – | ﹤0.01% | 936 |
|
|
2023
Q4 | $6.13K | Sell |
164
-554
| -77% | -$20.7K | ﹤0.01% | 893 |
|
|
2023
Q3 | $24.7K | Sell |
718
-55
| -7% | -$1.89K | ﹤0.01% | 674 |
|
|
2023
Q2 | $30.9K | Hold |
773
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $33.7K | Hold |
773
| – | – | ﹤0.01% | 599 |
|
|
2022
Q4 | $36.9K | Buy |
773
+609
| +371% | +$29.1K | ﹤0.01% | 584 |
|
|
2022
Q3 | $7K | Hold |
164
| – | – | ﹤0.01% | 876 |
|
|
2022
Q2 | $8K | Buy |
164
+58
| +55% | +$2.83K | ﹤0.01% | 880 |
|
|
2022
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 979 |
|
|
2021
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 982 |
|
|
2021
Q2 | $5K | Hold |
106
| – | – | ﹤0.01% | 988 |
|
|
2021
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 885 |
|
|
2020
Q4 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 833 |
|