Sandy Spring Bank’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
Q1 | $2.29K | Sell |
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|
2024
Q4 | $5.96K | Hold |
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|
2024
Q3 | $6.33K | Hold |
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|
2024
Q2 | $6.12K | Hold |
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|
2024
Q1 | $6.08K | Hold |
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|
2023
Q4 | $6.13K | Sell |
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|
2023
Q3 | $24.6K | Sell |
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|
2023
Q2 | $30.9K | Hold |
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|
2023
Q1 | $33.7K | Hold |
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|
2022
Q4 | $36.9K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Buy |
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