Coastline Trust’s Essential Utilities WTRG Stock Holding History

Coastline Trust’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$67.6K	Hold
2025 Q2	$62.9K	Hold
2025 Q1	$66.9K	Hold
2024 Q4	$61.5K	Hold
2024 Q3	$65.3K	Buy
2024 Q1	–	Sell
2023 Q4	$1.06M	Sell
2023 Q3	$1.01M	Sell
2023 Q2	$1.33M	Sell
2023 Q1	$1.85M	Sell
2022 Q4	$2.07M	Sell
2022 Q3	$1.86M	Sell
2022 Q2	$2.21M	Buy
2022 Q1	$2.44M	Buy
2021 Q4	$2.54M	Buy
2021 Q3	$2.17M	Sell
2021 Q2	$2.2M	Sell
2021 Q1	$2.34M	Sell
2020 Q4	$2.7M	Buy
2020 Q3	$2.24M	Sell
2020 Q2	$2.36M	Buy
2020 Q1	$2.27M	Sell
2019 Q4	$2.95M	Sell
2019 Q3	$2.82M	Sell
2019 Q2	$2.7M	Sell
2019 Q1	$2.38M	Buy
2018 Q4	$2.23M	Sell
2018 Q3	$2.42M	Buy
2018 Q2	$2.3M	Buy
2018 Q1	$2.21M	Sell
2017 Q4	$2.94M	Sell
2017 Q3	$2.58M	Sell
2017 Q2	$3.15M	Sell
2017 Q1	$3.16M	Sell
2016 Q4	$3.26M	Buy
2016 Q3	$3.29M	Buy
2016 Q2	$3.83M	Hold
2016 Q1	$3.42M	Sell
2015 Q4	$3.38M	Buy
2015 Q3	$2.99M	Sell
2015 Q2	$3.06M	Sell
2015 Q1	$3.43M	Sell
2014 Q4	$3.69M	Hold
2014 Q3	$3.25M	Sell
2014 Q2	$3.77M	Hold
2014 Q1	$3.61M	Sell
2013 Q4	$3.45M	Sell
2013 Q3	$3.66M	Sell
2013 Q2	$3.87M	Buy