Cetera Investment Advisers’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 | $1.99M | Buy |
53,691
+5,954
| +12% | +$221K | ﹤0.01% | 1847 |
|
|
2025
Q1 | $1.89M | Buy |
47,737
+2,965
| +7% | +$117K | ﹤0.01% | 1791 |
|
|
2024
Q4 | $1.63M | Sell |
44,772
-1,197
| -3% | -$43.5K | ﹤0.01% | 1803 |
|
|
2024
Q3 | $1.77M | Sell |
45,969
-5,592
| -11% | -$216K | ﹤0.01% | 1711 |
|
|
2024
Q2 | $1.92M | Buy |
51,561
+2,811
| +6% | +$105K | ﹤0.01% | 1607 |
|
|
2024
Q1 | $1.81M | Buy |
48,750
+32,415
| +198% | +$1.2M | ﹤0.01% | 1626 |
|
|
2023
Q4 | $610K | Sell |
16,335
-250
| -2% | -$9.34K | 0.01% | 1387 |
|
|
2023
Q3 | $569K | Buy |
16,585
+1,281
| +8% | +$44K | ﹤0.01% | 1356 |
|
|
2023
Q2 | $611K | Sell |
15,304
-3,917
| -20% | -$156K | 0.01% | 1333 |
|
|
2023
Q1 | $839K | Buy |
19,221
+364
| +2% | +$15.9K | 0.01% | 1120 |
|
|
2022
Q4 | $900K | Buy |
18,857
+7,847
| +71% | +$375K | 0.01% | 1043 |
|
|
2022
Q3 | $456K | Sell |
11,010
-7,530
| -41% | -$312K | 0.01% | 1026 |
|
|
2022
Q2 | $850K | Sell |
18,540
-2,746
| -13% | -$126K | 0.01% | 861 |
|
|
2022
Q1 | $1.09M | Sell |
21,286
-1,086
| -5% | -$55.5K | 0.02% | 793 |
|
|
2021
Q4 | $1.2M | Sell |
22,372
-265
| -1% | -$14.2K | 0.02% | 747 |
|
|
2021
Q3 | $1.04M | Buy |
22,637
+1,806
| +9% | +$83.2K | 0.02% | 755 |
|
|
2021
Q2 | $952K | Buy |
20,831
+239
| +1% | +$10.9K | 0.02% | 797 |
|
|
2021
Q1 | $922K | Sell |
20,592
-2,758
| -12% | -$123K | 0.02% | 704 |
|
|
2020
Q4 | $1.1M | Buy |
+23,350
| New | +$1.1M | 0.02% | 630 |
|