Arax Advisory Partners’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 | $20.1K | Buy |
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|
2025
Q1 | $21.4K | Sell |
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|
2024
Q4 | $42.1K | Sell |
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|
2024
Q3 | $62.7K | Buy |
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|
2024
Q2 | $60.7K | Buy |
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|
2024
Q1 | $4.3K | Buy |
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|
2023
Q4 | $4.29K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10K | Buy |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $18K | Buy |
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|
2018
Q4 | $28K | Buy |
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|
2018
Q3 | $30K | Buy |
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