Commerce Bank’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 | $356K | Buy |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $221K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $310K | Buy |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $344K | Buy |
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|
2019
Q3 | $321K | Buy |
|
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | $209K | Buy |
|
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $243K | Sell |
|
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|
2017
Q3 | $250K | Buy |
|
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|
2017
Q2 | $244K | Sell |
|
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|
2017
Q1 | $285K | Buy |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $255K | Buy |
|
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|
2015
Q4 | – | Sell |
|
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|
2015
Q3 | $351K | Sell |
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|
2015
Q2 | $333K | Sell |
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|
2015
Q1 | $394K | Sell |
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|
2014
Q4 | $458K | Sell |
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|
2014
Q3 | $404K | Buy |
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|
2014
Q2 | $434K | Buy |
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|
2014
Q1 | $358K | Sell |
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|
2013
Q4 | $348K | Buy |
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|
2013
Q3 | $316K | Sell |
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|
2013
Q2 | $361K | Buy |
|