CAN
Cetera Advisor Networks’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Sell |
30,163
-5,706
| -16% | -$211K | 0.01% | 1385 |
|
|
2023
Q4 | $1.34M | Buy |
35,869
+836
| +2% | +$31.2K | 0.01% | 1191 |
|
|
2023
Q3 | $1.2M | Buy |
35,033
+1,305
| +4% | +$44.8K | 0.01% | 1159 |
|
|
2023
Q2 | $1.35M | Sell |
33,728
-960
| -3% | -$38.3K | 0.01% | 1073 |
|
|
2023
Q1 | $1.51M | Sell |
34,688
-1,691
| -5% | -$73.8K | 0.01% | 983 |
|
|
2022
Q4 | $1.74M | Buy |
36,379
+75
| +0.2% | +$3.58K | 0.01% | 865 |
|
|
2022
Q3 | $1.5M | Buy |
36,304
+573
| +2% | +$23.7K | 0.02% | 705 |
|
|
2022
Q2 | $1.64M | Buy |
35,731
+3,246
| +10% | +$149K | 0.02% | 671 |
|
|
2022
Q1 | $1.66M | Sell |
32,485
-351
| -1% | -$17.9K | 0.02% | 687 |
|
|
2021
Q4 | $1.76M | Buy |
32,836
+10,052
| +44% | +$540K | 0.02% | 646 |
|
|
2021
Q3 | $1.05M | Buy |
22,784
+5,134
| +29% | +$237K | 0.01% | 822 |
|
|
2021
Q2 | $807K | Buy |
17,650
+3,763
| +27% | +$172K | 0.01% | 925 |
|
|
2021
Q1 | $621K | Buy |
13,887
+164
| +1% | +$7.33K | 0.01% | 775 |
|
|
2020
Q4 | $649K | Sell |
13,723
-160
| -1% | -$7.57K | 0.02% | 687 |
|
|
2020
Q3 | $559K | Buy |
13,883
+893
| +7% | +$36K | 0.01% | 674 |
|
|
2020
Q2 | $549K | Sell |
12,990
-594
| -4% | -$25.1K | 0.01% | 662 |
|
|
2020
Q1 | $553K | Sell |
13,584
-2,512
| -16% | -$102K | 0.02% | 581 |
|
|
2019
Q4 | $754K | Buy |
16,096
+326
| +2% | +$15.3K | 0.02% | 591 |
|
|
2019
Q3 | $706K | Buy |
15,770
+1,534
| +11% | +$68.7K | 0.02% | 581 |
|
|
2019
Q2 | $589K | Buy |
14,236
+1,285
| +10% | +$53.2K | 0.02% | 625 |
|
|
2019
Q1 | $473K | Buy |
12,951
+172
| +1% | +$6.28K | 0.02% | 683 |
|
|
2018
Q4 | $435K | Sell |
12,779
-469
| -4% | -$16K | 0.02% | 626 |
|
|
2018
Q3 | $492K | Buy |
13,248
+23
| +0.2% | +$854 | 0.02% | 643 |
|
|
2018
Q2 | $467K | Sell |
13,225
-1,622
| -11% | -$57.3K | 0.02% | 499 |
|
|
2018
Q1 | $506K | Sell |
14,847
-466
| -3% | -$15.9K | 0.02% | 496 |
|
|
2017
Q4 | $601K | Buy |
15,313
+298
| +2% | +$11.7K | 0.03% | 509 |
|
|
2017
Q3 | $497K | Buy |
15,015
+37
| +0.2% | +$1.23K | 0.02% | 525 |
|
|
2017
Q2 | $499K | Buy |
14,978
+186
| +1% | +$6.2K | 0.02% | 515 |
|
|
2017
Q1 | $475K | Buy |
14,792
+538
| +4% | +$17.3K | 0.02% | 514 |
|
|
2016
Q4 | $427K | Sell |
14,254
-10,880
| -43% | -$326K | 0.02% | 534 |
|
|
2016
Q3 | $766K | Buy |
25,134
+11,764
| +88% | +$359K | 0.03% | 448 |
|
|
2016
Q2 | $478K | Buy |
13,370
+333
| +3% | +$11.9K | 0.03% | 465 |
|
|
2016
Q1 | $416K | Buy |
13,037
+2,282
| +21% | +$72.8K | 0.03% | 499 |
|
|
2015
Q4 | $321K | Buy |
10,755
+967
| +10% | +$28.9K | 0.02% | 584 |
|
|
2015
Q3 | $262K | Buy |
+9,788
| New | +$262K | 0.02% | 632 |
|
|
2014
Q4 | – | Sell |
-11,353
| Closed | -$270K | – | 881 |
|
|
2014
Q3 | $270K | Sell |
11,353
-16,967
| -60% | -$404K | 0.02% | 646 |
|
|
2014
Q2 | $745K | Buy |
28,320
+381
| +1% | +$10K | 0.05% | 366 |
|
|
2014
Q1 | $702K | Sell |
27,939
-2,267
| -8% | -$57K | 0.05% | 356 |
|
|
2013
Q4 | $716K | Buy |
30,206
+250
| +0.8% | +$5.93K | 0.05% | 333 |
|
|
2013
Q3 | $741K | Buy |
29,956
+6,190
| +26% | +$6.14K | 0.06% | 286 |
|
|
2013
Q2 | $746K | Buy |
+23,766
| New | +$746K | 0.07% | 249 |
|