Cambridge Investment Research Advisors’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 | $3.59M | Buy |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.92M | Sell |
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|
2024
Q1 | $2.91M | Sell |
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|
2023
Q4 | $2.96M | Buy |
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|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $3.42M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $3.2M | Sell |
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|
2022
Q2 | $3.61M | Sell |
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|
2022
Q1 | $4.04M | Buy |
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|
2021
Q4 | $3.96M | Buy |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $2.34M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $2.03M | Buy |
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|
2019
Q4 | $1.99M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.46M | Buy |
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|
2019
Q1 | $1.26M | Sell |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.31M | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $993K | Buy |
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|
2016
Q3 | $990K | Buy |
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|
2016
Q2 | $1.11M | Buy |
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|
2016
Q1 | $966K | Sell |
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|
2015
Q4 | $941K | Buy |
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|
2015
Q3 | $758K | Buy |
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|
2015
Q2 | $686K | Buy |
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|
2015
Q1 | $718K | Buy |
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|
2014
Q4 | $671K | Buy |
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|
2014
Q3 | $579K | Sell |
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|
2014
Q2 | $678K | Buy |
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|
2014
Q1 | $604K | Sell |
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|
2013
Q4 | $625K | Buy |
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|
2013
Q3 | $631K | Buy |
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|
2013
Q2 | $593K | Buy |
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