Tiller Private Wealth’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
Q4 | – | Sell |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $296K | Hold |
|
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $319K | Sell |
|
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $606K | Hold |
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|
2021
Q4 | $636K | Hold |
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|
2021
Q3 | $546K | Hold |
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|
2021
Q2 | $542K | Hold |
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|
2021
Q1 | $530K | Sell |
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|
2020
Q4 | $631K | Sell |
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|
2020
Q3 | $597K | Hold |
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|
2020
Q2 | $626K | Hold |
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|
2020
Q1 | $603K | Hold |
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|
2019
Q4 | $696K | Buy |
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