Alpine Woods Capital Investors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
67,629
+4,260
| +7% | +$158K | 0.6% | 57 |
|
|
2025
Q1 | $2.5M | Buy |
63,369
+1,261
| +2% | +$49.8K | 0.63% | 57 |
|
|
2024
Q4 | $2.26M | Sell |
62,108
-27,062
| -30% | -$983K | 0.43% | 75 |
|
|
2024
Q3 | $3.55M | Sell |
89,170
-6,122
| -6% | -$244K | 0.62% | 50 |
|
|
2024
Q2 | $3.56M | Buy |
95,292
+8,896
| +10% | +$332K | 0.55% | 58 |
|
|
2024
Q1 | $3.16M | Sell |
86,396
-5,457
| -6% | -$200K | 0.63% | 52 |
|
|
2023
Q4 | $3.43M | Buy |
+91,853
| New | +$3.43M | 0.51% | 61 |
|