Tower View Wealth Management’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 | $54K | Sell |
|
|||||
|
2025
Q2 | $75.2K | Buy |
|
|||||
|
2025
Q1 | $79.4K | Buy |
|
|||||
|
2024
Q4 | $72.3K | Buy |
|
|||||
|
2024
Q3 | $76.2K | Buy |
|
|||||
|
2024
Q2 | $73.4K | Buy |
|
|||||
|
2024
Q1 | $72.4K | Sell |
|
|||||
|
2023
Q4 | $90K | Sell |
|
|||||
|
2023
Q3 | $84K | Sell |
|
|||||
|
2023
Q2 | $106K | Buy |
|
|||||
|
2023
Q1 | $87K | Sell |
|
|||||
|
2022
Q4 | $100K | Buy |
|
|||||
|
2022
Q3 | $87K | Buy |
|
|||||
|
2022
Q2 | $56K | Buy |
|
|||||
|
2022
Q1 | $62K | Buy |
|
|||||
|
2021
Q4 | $65K | Buy |
|
|||||
|
2021
Q3 | $55K | Buy |
|
|||||
|
2021
Q2 | $55K | Buy |
|
|||||
|
2021
Q1 | $53K | Buy |
|
|||||
|
2020
Q4 | $56K | Buy |
|
|||||
|
2020
Q3 | $47K | Buy |
|
|||||
|
2020
Q2 | $49K | Buy |
|
|||||
|
2020
Q1 | $47K | Buy |
|
|||||
|
2019
Q4 | $54K | Buy |
|
|||||
|
2019
Q3 | $52K | Buy |
|
|||||
|
2019
Q2 | $47K | Sell |
|
|||||
|
2019
Q1 | $45K | Buy |
|
|||||
|
2018
Q4 | $42K | Buy |
|
|||||
|
2018
Q3 | $45K | Buy |
|
|||||
|
2018
Q2 | $43K | Buy |
|
|||||
|
2018
Q1 | $41K | Buy |
|
|||||
|
2017
Q4 | $47K | Buy |
|