Anchor Investment Management’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 | $254K | Buy |
6,848
+327
| +5% | +$12.1K | 0.02% | 331 |
|
|
2025
Q1 | $258K | Buy |
6,521
+26
| +0.4% | +$1.03K | 0.02% | 330 |
|
|
2024
Q4 | $236K | Buy |
6,495
+25
| +0.4% | +$908 | 0.02% | 342 |
|
|
2024
Q3 | $250K | Buy |
6,470
+26
| +0.4% | +$1K | 0.02% | 332 |
|
|
2024
Q2 | $241K | Buy |
6,444
+25
| +0.4% | +$933 | 0.02% | 321 |
|
|
2024
Q1 | $238K | Buy |
6,419
+26
| +0.4% | +$963 | 0.02% | 333 |
|
|
2023
Q4 | $239K | Buy |
6,393
+26
| +0.4% | +$971 | 0.03% | 325 |
|
|
2023
Q3 | $219K | Buy |
6,367
+25
| +0.4% | +$858 | 0.03% | 324 |
|
|
2023
Q2 | $253K | Buy |
6,342
+21
| +0.3% | +$838 | 0.03% | 306 |
|
|
2023
Q1 | $276K | Sell |
6,321
-1,325
| -17% | -$57.8K | 0.04% | 296 |
|
|
2022
Q4 | $365K | Hold |
7,646
| – | – | 0.05% | 258 |
|
|
2022
Q3 | $316K | Hold |
7,646
| – | – | 0.05% | 265 |
|
|
2022
Q2 | $351K | Hold |
7,646
| – | – | 0.05% | 265 |
|
|
2022
Q1 | $391K | Buy |
7,646
+1,550
| +25% | +$79.3K | 0.05% | 281 |
|
|
2021
Q4 | $327K | Hold |
6,096
| – | – | 0.04% | 314 |
|
|
2021
Q3 | $281K | Sell |
6,096
-1,325
| -18% | -$61.1K | 0.04% | 310 |
|
|
2021
Q2 | $339K | Hold |
7,421
| – | – | 0.05% | 287 |
|
|
2021
Q1 | $332K | Hold |
7,421
| – | – | 0.05% | 272 |
|
|
2020
Q4 | $351K | Sell |
7,421
-263
| -3% | -$12.4K | 0.06% | 219 |
|
|
2020
Q3 | $309K | Hold |
7,684
| – | – | 0.06% | 217 |
|
|
2020
Q2 | $325K | Hold |
7,684
| – | – | 0.07% | 196 |
|
|
2020
Q1 | $313K | Buy |
7,684
+5
| +0.1% | +$204 | 0.08% | 192 |
|
|
2019
Q4 | $360K | Hold |
7,679
| – | – | 0.08% | 206 |
|
|
2019
Q3 | $344K | Sell |
7,679
-100
| -1% | -$4.48K | 0.08% | 209 |
|
|
2019
Q2 | $322K | Hold |
7,779
| – | – | 0.08% | 218 |
|
|
2019
Q1 | $283K | Buy |
7,779
+1,025
| +15% | +$37.4K | 0.07% | 230 |
|
|
2018
Q4 | $231K | Hold |
6,754
| – | – | 0.07% | 242 |
|
|
2018
Q3 | $249K | Sell |
6,754
-100
| -1% | -$3.69K | 0.06% | 267 |
|
|
2018
Q2 | $241K | Sell |
6,854
-100
| -1% | -$3.52K | 0.06% | 269 |
|
|
2018
Q1 | $237K | Hold |
6,954
| – | – | 0.06% | 267 |
|
|
2017
Q4 | $273K | Buy |
6,954
+3,741
| +116% | +$147K | 0.07% | 243 |
|
|
2017
Q3 | $107K | Hold |
3,213
| – | – | 0.03% | 342 |
|
|
2017
Q2 | $107K | Sell |
3,213
-100
| -3% | -$3.33K | 0.04% | 310 |
|
|
2017
Q1 | $107K | Sell |
3,313
-100
| -3% | -$3.22K | 0.04% | 312 |
|
|
2016
Q4 | $103K | Hold |
3,413
| – | – | 0.04% | 306 |
|
|
2016
Q3 | $104K | Sell |
3,413
-100
| -3% | -$3.05K | 0.04% | 292 |
|
|
2016
Q2 | $125K | Sell |
3,513
-100
| -3% | -$3.57K | 0.05% | 263 |
|
|
2016
Q1 | $115K | Buy |
+3,613
| New | +$115K | 0.05% | 268 |
|