Chicago Partners Investment Group’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
Sell
2025
Q1
$230K Buy
2024
Q4
Sell
2024
Q3
$302K Buy
2018
Q3
Sell
2018
Q2
$31K Hold
2018
Q1
$30K Hold
2017
Q4
$34K Hold
2017
Q3
$29K Buy