TVWM
Tower View Wealth Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.2K | Buy |
2,026
+17
| +0.8% | +$631 | 0.04% | 88 |
|
|
2025
Q1 | $79.4K | Buy |
2,009
+17
| +0.9% | +$672 | 0.05% | 65 |
|
|
2024
Q4 | $72.3K | Buy |
1,992
+16
| +0.8% | +$581 | 0.04% | 73 |
|
|
2024
Q3 | $76.2K | Buy |
1,976
+11
| +0.6% | +$424 | 0.04% | 71 |
|
|
2024
Q2 | $73.4K | Buy |
1,965
+10
| +0.5% | +$373 | 0.04% | 71 |
|
|
2024
Q1 | $72.4K | Sell |
1,955
-463
| -19% | -$17.2K | 0.04% | 77 |
|
|
2023
Q4 | $90K | Sell |
2,418
-40
| -2% | -$1.49K | 0.06% | 67 |
|
|
2023
Q3 | $84K | Sell |
2,458
-208
| -8% | -$7.11K | 0.06% | 67 |
|
|
2023
Q2 | $106K | Buy |
2,666
+671
| +34% | +$26.7K | 0.07% | 64 |
|
|
2023
Q1 | $87K | Sell |
1,995
-103
| -5% | -$4.49K | 0.06% | 69 |
|
|
2022
Q4 | $100K | Buy |
2,098
+7
| +0.3% | +$334 | 0.07% | 68 |
|
|
2022
Q3 | $87K | Buy |
2,091
+868
| +71% | +$36.1K | 0.07% | 71 |
|
|
2022
Q2 | $56K | Buy |
1,223
+7
| +0.6% | +$321 | 0.04% | 78 |
|
|
2022
Q1 | $62K | Buy |
1,216
+7
| +0.6% | +$357 | 0.03% | 96 |
|
|
2021
Q4 | $65K | Buy |
1,209
+7
| +0.6% | +$376 | 0.03% | 99 |
|
|
2021
Q3 | $55K | Buy |
1,202
+6
| +0.5% | +$275 | 0.03% | 99 |
|
|
2021
Q2 | $55K | Buy |
1,196
+7
| +0.6% | +$322 | 0.03% | 97 |
|
|
2021
Q1 | $53K | Buy |
1,189
+7
| +0.6% | +$312 | 0.03% | 99 |
|
|
2020
Q4 | $56K | Buy |
1,182
+6
| +0.5% | +$284 | 0.03% | 102 |
|
|
2020
Q3 | $47K | Buy |
1,176
+7
| +0.6% | +$280 | 0.03% | 90 |
|
|
2020
Q2 | $49K | Buy |
1,169
+6
| +0.5% | +$251 | 0.04% | 83 |
|
|
2020
Q1 | $47K | Buy |
1,163
+6
| +0.5% | +$242 | 0.04% | 74 |
|
|
2019
Q4 | $54K | Buy |
1,157
+6
| +0.5% | +$280 | 0.04% | 80 |
|
|
2019
Q3 | $52K | Buy |
1,151
+6
| +0.5% | +$271 | 0.04% | 80 |
|
|
2019
Q2 | $47K | Sell |
1,145
-87
| -7% | -$3.57K | 0.04% | 79 |
|
|
2019
Q1 | $45K | Buy |
1,232
+7
| +0.6% | +$256 | 0.04% | 78 |
|
|
2018
Q4 | $42K | Buy |
1,225
+8
| +0.7% | +$274 | 0.04% | 79 |
|
|
2018
Q3 | $45K | Buy |
1,217
+7
| +0.6% | +$259 | 0.04% | 95 |
|
|
2018
Q2 | $43K | Buy |
1,210
+7
| +0.6% | +$249 | 0.04% | 93 |
|
|
2018
Q1 | $41K | Buy |
1,203
+7
| +0.6% | +$239 | 0.04% | 94 |
|
|
2017
Q4 | $47K | Buy |
+1,196
| New | +$47K | 0.04% | 91 |
|