W.H. Cornerstone Investments’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 | $227K | Sell |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $458K | Buy |
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