SOA Wealth 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 | $11.3K | Buy |
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|
2025
Q2 | $10.4K | Sell |
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|
2025
Q1 | $17.3K | Buy |
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|
2024
Q4 | $15.8K | Sell |
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|
2024
Q3 | $27.4K | Buy |
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|
2024
Q2 | $26.5K | Buy |
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|
2024
Q1 | $26.1K | Sell |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $98.9K | Sell |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $194K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $30K | Buy |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $31K | Buy |
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