Tower Wealth Partners’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
Q2 | $223K | Sell |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $489K | Sell |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $519K | Buy |
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