Coldstream Capital Management’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 |
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|
2025
Q1 | $177K | Sell |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $375K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $287K | Buy |
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|
2016
Q1 | $256K | Buy |
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