Campbell & Co Investment Adviser’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 | $2.63M | Buy |
70,943
+5,988
| +9% | +$222K | 0.17% | 175 |
|
|
2025
Q1 | $2.57M | Buy |
+64,955
| New | +$2.57M | 0.2% | 132 |
|
|
2024
Q4 | – | Sell |
-159,738
| Closed | -$6.16M | – | 1415 |
|
|
2024
Q3 | $6.16M | Buy |
+159,738
| New | +$6.16M | 0.46% | 17 |
|
|
2019
Q2 | – | Sell |
-6,148
| Closed | -$224K | – | 728 |
|
|
2019
Q1 | $224K | Buy |
+6,148
| New | +$224K | 0.11% | 395 |
|
|
2015
Q4 | – | Sell |
-69,952
| Closed | -$1.85M | – | 257 |
|
|
2015
Q3 | $1.85M | Buy |
+69,952
| New | +$1.85M | 1.24% | 6 |
|