Cetera Investment Advisers’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 | $1.99M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $839K | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $850K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $952K | Buy |
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|
2021
Q1 | $922K | Sell |
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|
2020
Q4 | $1.1M | Buy |
|