Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.02K | Hold |
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|
2023
Q2 | $2.35K | Hold |
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|
2023
Q1 | $2.58K | Sell |
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|
2022
Q4 | $25K | Sell |
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|
2022
Q3 | $22.4K | Buy |
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|
2022
Q2 | $23.8K | Sell |
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|
2022
Q1 | $27.6K | Buy |
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|
2021
Q4 | $28.3K | Buy |
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|
2021
Q3 | $23.2K | Hold |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $22.6K | Hold |
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|
2020
Q4 | $23.8K | Hold |
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|
2020
Q3 | $20.3K | Sell |
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|
2020
Q2 | $21.8K | Buy |
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|
2020
Q1 | $20.5K | Hold |
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|
2019
Q4 | $23.7K | Hold |
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|
2019
Q3 | $22.6K | Hold |
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|
2019
Q2 | $20.9K | Hold |
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|
2019
Q1 | $18.4K | Buy |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $17.2K | Sell |
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|
2018
Q2 | $25.1K | Hold |
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|
2018
Q1 | $24.3K | Hold |
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $23.7K | Hold |
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|
2017
Q2 | $23.7K | Hold |
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|
2017
Q1 | $22.9K | Hold |
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|
2016
Q4 | $21.4K | Buy |
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|
2016
Q3 | $14.2K | Hold |
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|
2016
Q2 | $16.7K | Hold |
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|
2016
Q1 | $14.9K | Buy |
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