Chicago Partners Investment Group’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 | – | Sell |
-5,599
| Closed | -$230K | – | 1119 |
|
|
2025
Q1 | $230K | Buy |
+5,599
| New | +$230K | 0.01% | 803 |
|
|
2024
Q4 | – | Sell |
-7,496
| Closed | -$302K | – | 876 |
|
|
2024
Q3 | $302K | Buy |
+7,496
| New | +$302K | 0.01% | 620 |
|
|
2018
Q3 | – | Sell |
-870
| Closed | -$31K | – | 1105 |
|
|
2018
Q2 | $31K | Hold |
870
| – | – | ﹤0.01% | 571 |
|
|
2018
Q1 | $30K | Hold |
870
| – | – | 0.01% | 545 |
|
|
2017
Q4 | $34K | Hold |
870
| – | – | 0.01% | 517 |
|
|
2017
Q3 | $29K | Buy |
+870
| New | +$29K | 0.01% | 545 |
|