ALPS Advisors’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 | $2.83M | Sell |
76,274
-546
| -0.7% | -$20.3K | 0.02% | 319 |
|
|
2025
Q1 | $3.04M | Buy |
76,820
+5,551
| +8% | +$219K | 0.02% | 291 |
|
|
2024
Q4 | $2.59M | Buy |
71,269
+10,556
| +17% | +$383K | 0.02% | 310 |
|
|
2024
Q3 | $2.34M | Sell |
60,713
-6,223
| -9% | -$240K | 0.02% | 334 |
|
|
2024
Q2 | $2.5M | Buy |
66,936
+9,156
| +16% | +$342K | 0.02% | 308 |
|
|
2024
Q1 | $2.14M | Buy |
57,780
+8,748
| +18% | +$324K | 0.02% | 338 |
|
|
2023
Q4 | $1.83M | Buy |
49,032
+6,912
| +16% | +$258K | 0.01% | 345 |
|
|
2023
Q3 | $1.45M | Buy |
42,120
+29,850
| +243% | +$1.02M | 0.01% | 377 |
|
|
2023
Q2 | $490K | Buy |
12,270
+3,789
| +45% | +$151K | ﹤0.01% | 617 |
|
|
2023
Q1 | $370K | Buy |
8,481
+936
| +12% | +$40.9K | ﹤0.01% | 657 |
|
|
2022
Q4 | $360K | Buy |
7,545
+792
| +12% | +$37.8K | ﹤0.01% | 726 |
|
|
2022
Q3 | $279K | Sell |
6,753
-6,189
| -48% | -$256K | ﹤0.01% | 915 |
|
|
2022
Q2 | $593K | Buy |
+12,942
| New | +$593K | 0.01% | 551 |
|