Clean Yield 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
Q3 | $508K | Hold |
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|
2025
Q2 | $473K | Hold |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $521K | Hold |
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|
2024
Q2 | $505K | Hold |
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|
2024
Q1 | $501K | Hold |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $512K | Hold |
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|
2023
Q2 | $597K | Hold |
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|
2023
Q1 | $653K | Hold |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $634K | Hold |
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|
2022
Q2 | $703K | Hold |
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|
2022
Q1 | $784K | Sell |
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|
2021
Q4 | $844K | Hold |
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|
2021
Q3 | $725K | Hold |
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|
2021
Q2 | $719K | Hold |
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|
2021
Q1 | $704K | Sell |
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|
2020
Q4 | $806K | Sell |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $742K | Sell |
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|
2020
Q1 | $775K | Sell |
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|
2019
Q4 | $923K | Sell |
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|
2019
Q3 | $894K | Sell |
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|
2019
Q2 | $875K | Sell |
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|
2019
Q1 | $777K | Sell |
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|
2018
Q4 | $776K | Sell |
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|
2018
Q3 | $881K | Sell |
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|
2018
Q2 | $853K | Hold |
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|
2018
Q1 | $826K | Sell |
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|
2017
Q4 | $1.01M | Hold |
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|
2017
Q3 | $858K | Hold |
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|
2017
Q2 | $842K | Sell |
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|
2017
Q1 | $860K | Hold |
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|
2016
Q4 | $803K | Sell |
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|
2016
Q3 | $887K | Hold |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $924K | Sell |
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|
2015
Q4 | $978K | Sell |
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|
2015
Q3 | $948K | Sell |
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|
2015
Q2 | $866K | Sell |
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|
2015
Q1 | $1.96M | Sell |
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|
2014
Q4 | $2.1M | Sell |
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|
2014
Q3 | $1.86M | Sell |
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|
2014
Q2 | $2.27M | Sell |
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|
2014
Q1 | $2.3M | Sell |
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|
2013
Q4 | $2.35M | Sell |
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|
2013
Q3 | $2.5M | Sell |
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|
2013
Q2 | $2.61M | Buy |
|