Clark Capital Management 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 | $208K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $232K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $243K | Sell |
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|
2017
Q4 | $319K | Buy |
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|
2017
Q3 | $261K | Buy |
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|
2017
Q2 | $229K | Hold |
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|
2017
Q1 | $221K | Hold |
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|
2016
Q4 | $207K | Hold |
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|
2016
Q3 | $210K | Hold |
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|
2016
Q2 | $245K | Hold |
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|
2016
Q1 | $219K | Hold |
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|
2015
Q4 | $205K | Buy |
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