CAPTRUST Financial 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 | $864K | Sell |
|
|||||
|
2025
Q1 | $949K | Sell |
|
|||||
|
2024
Q4 | $997K | Buy |
|
|||||
|
2024
Q3 | $694K | Buy |
|
|||||
|
2024
Q2 | $468K | Buy |
|
|||||
|
2024
Q1 | $418K | Sell |
|
|||||
|
2023
Q4 | $442K | Buy |
|
|||||
|
2023
Q3 | $253K | Buy |
|
|||||
|
2023
Q2 | $291K | Buy |
|
|||||
|
2023
Q1 | $269K | Sell |
|
|||||
|
2022
Q4 | $415K | Buy |
|
|||||
|
2022
Q3 | $348K | Buy |
|
|||||
|
2022
Q2 | $371K | Buy |
|
|||||
|
2022
Q1 | $297K | Sell |
|
|||||
|
2021
Q4 | $369K | Buy |
|
|||||
|
2021
Q3 | $305K | Sell |
|
|||||
|
2021
Q2 | $337K | Sell |
|
|||||
|
2021
Q1 | $443K | Buy |
|
|||||
|
2020
Q4 | $427K | Buy |
|
|||||
|
2020
Q3 | $299K | Sell |
|
|||||
|
2020
Q2 | $323K | Buy |
|
|||||
|
2020
Q1 | $271K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $96K | Sell |
|
|||||
|
2019
Q2 | $103K | Sell |
|
|||||
|
2019
Q1 | $95K | Sell |
|
|||||
|
2018
Q4 | $94K | Buy |
|
|||||
|
2018
Q3 | $87K | Buy |
|
|||||
|
2018
Q2 | $78K | Buy |
|
|||||
|
2018
Q1 | $58K | Hold |
|
|||||
|
2017
Q4 | $69K | Buy |
|