Sowell Financial Services’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
Q4 | – | Sell |
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|
2025
Q3 | $236K | Sell |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $705K | Buy |
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|
2020
Q4 | $658K | Sell |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $310K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $10K | Buy |
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