TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $398K | Hold |
|
|||||
|
2024
Q3 | $423K | Buy |
|
|||||
|
2024
Q2 | $409K | Buy |
|
|||||
|
2024
Q1 | $406K | Buy |
|
|||||
|
2023
Q4 | $402K | Buy |
|
|||||
|
2023
Q3 | $370K | Buy |
|
|||||
|
2023
Q2 | $430K | Hold |
|
|||||
|
2023
Q1 | $470K | Buy |
|
|||||
|
2022
Q4 | $514K | Sell |
|
|||||
|
2022
Q3 | $446K | Buy |
|
|||||
|
2022
Q2 | $494K | Buy |
|
|||||
|
2022
Q1 | $551K | Hold |
|
|||||
|
2021
Q4 | $578K | Buy |
|
|||||
|
2021
Q3 | $496K | Buy |
|
|||||
|
2021
Q2 | $425K | Buy |
|
|||||
|
2021
Q1 | $416K | Buy |
|
|||||
|
2020
Q4 | $421K | Hold |
|
|||||
|
2020
Q3 | $371K | Hold |
|
|||||
|
2020
Q2 | $389K | Hold |
|
|||||
|
2020
Q1 | $375K | Hold |
|
|||||
|
2019
Q4 | $432K | Hold |
|
|||||
|
2019
Q3 | $401K | Hold |
|
|||||
|
2019
Q2 | $376K | Hold |
|
|||||
|
2019
Q1 | $335K | Hold |
|
|||||
|
2018
Q4 | $315K | Buy |
|