Avantax Advisory Services’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 | $6.12M | Buy |
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|
2025
Q1 | $5.93M | Buy |
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|
2024
Q4 | $5.21M | Buy |
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|
2024
Q3 | $5.18M | Buy |
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|
2024
Q2 | $4.77M | Buy |
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|
2024
Q1 | $4.31M | Buy |
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|
2023
Q4 | $4.09M | Buy |
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|
2023
Q3 | $3.61M | Buy |
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|
2023
Q2 | $4.03M | Buy |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $627K | Buy |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $419K | Sell |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $392K | Sell |
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|
2020
Q3 | $862K | Buy |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $627K | Buy |
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|
2019
Q3 | $401K | Buy |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $238K | Sell |
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|
2018
Q4 | $336K | Buy |
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