Arcadia Investment Management’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
Q3 | $2.64M | Buy |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.55M | Sell |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $2.57M | Sell |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $3.09M | Sell |
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|
2021
Q3 | $2.78M | Buy |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $740K | Buy |
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|
2020
Q2 | $728K | Buy |
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|
2020
Q1 | $472K | Buy |
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|
2019
Q4 | $535K | Buy |
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|
2019
Q3 | $495K | Buy |
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|
2019
Q2 | $420K | Hold |
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|
2019
Q1 | $370K | Buy |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $375K | Sell |
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|
2018
Q2 | $375K | Buy |
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|
2018
Q1 | $336K | Hold |
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|
2017
Q4 | $387K | Buy |
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|
2017
Q3 | $248K | Hold |
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|
2017
Q2 | $249K | Sell |
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|
2017
Q1 | $417K | Buy |
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|
2016
Q4 | $213K | Buy |
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|
2016
Q3 | $126K | Hold |
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|
2016
Q2 | $148K | Buy |
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|
2016
Q1 | $126K | Hold |
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|
2015
Q4 | $118K | Buy |
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|
2015
Q3 | $96K | Hold |
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|
2015
Q2 | $89K | Buy |
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