Advisory Services Network’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 | – | Sell |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $694K | Sell |
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|
2021
Q4 | $799K | Sell |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $700K | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $279K | Buy |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $301K | Buy |
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|
2019
Q1 | $239K | Buy |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $227K | Sell |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $304K | Buy |
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|
2017
Q3 | $236K | Sell |
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|
2017
Q2 | $245K | Buy |
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|
2017
Q1 | $236K | Buy |
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|
2016
Q3 | $825K | Buy |
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|
2016
Q2 | $245K | Buy |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $7K | Buy |
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