Spirit of America Management Corp’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
$1.3M Buy
2025
Q2
$1.05M Buy
2025
Q1
$933K Buy
2024
Q4
$781K Buy
2024
Q3
$694K Buy
2024
Q2
$597K Buy
2024
Q1
$489K Hold
2023
Q4
$493K Buy
2023
Q3
$439K Buy
2023
Q2
$409K Buy
2023
Q1
$76.4K Buy