Cerity Partners’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 | $2.27M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $687K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $456K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $695K | Sell |
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|
2017
Q4 | $800K | Buy |
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|
2017
Q3 | $673K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $649K | Buy |
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