Crossmark Global Holdings’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
18,084
+323
| +2% | +$12K | 0.01% | 760 |
|
|
2025
Q1 | $702K | Sell |
17,761
-83
| -0.5% | -$3.28K | 0.01% | 728 |
|
|
2024
Q4 | $648K | Sell |
17,844
-622
| -3% | -$22.6K | 0.01% | 730 |
|
|
2024
Q3 | $712K | Buy |
18,466
+34
| +0.2% | +$1.31K | 0.01% | 720 |
|
|
2024
Q2 | $688K | Sell |
18,432
-987
| -5% | -$36.8K | 0.01% | 713 |
|
|
2024
Q1 | $719K | Buy |
19,419
+336
| +2% | +$12.4K | 0.01% | 726 |
|
|
2023
Q4 | $713K | Sell |
19,083
-1,041
| -5% | -$38.9K | 0.01% | 706 |
|
|
2023
Q3 | $686K | Hold |
20,124
| – | – | 0.02% | 692 |
|
|
2023
Q2 | $848K | Sell |
20,124
-921
| -4% | -$38.8K | 0.02% | 642 |
|
|
2023
Q1 | $919K | Sell |
21,045
-571
| -3% | -$24.9K | 0.02% | 608 |
|
|
2022
Q4 | $1.03M | Buy |
21,616
+183
| +0.9% | +$8.74K | 0.03% | 561 |
|
|
2022
Q3 | $887K | Sell |
21,433
-290
| -1% | -$12K | 0.02% | 575 |
|
|
2022
Q2 | $996K | Sell |
21,723
-100
| -0.5% | -$4.59K | 0.03% | 567 |
|
|
2022
Q1 | $1.12M | Buy |
21,823
+430
| +2% | +$22K | 0.02% | 581 |
|
|
2021
Q4 | $1.15M | Buy |
21,393
+3,780
| +21% | +$203K | 0.03% | 579 |
|
|
2021
Q3 | $812K | Buy |
17,613
+10
| +0.1% | +$461 | 0.02% | 680 |
|
|
2021
Q2 | $804K | Sell |
17,603
-147
| -0.8% | -$6.71K | 0.02% | 684 |
|
|
2021
Q1 | $794K | Buy |
17,750
+50
| +0.3% | +$2.24K | 0.02% | 681 |
|
|
2020
Q4 | $837K | Sell |
17,700
-480
| -3% | -$22.7K | 0.02% | 620 |
|
|
2020
Q3 | $732K | Sell |
18,180
-30
| -0.2% | -$1.21K | 0.02% | 630 |
|
|
2020
Q2 | $769K | Buy |
18,210
+1,460
| +9% | +$61.7K | 0.02% | 614 |
|
|
2020
Q1 | $682K | Sell |
16,750
-70
| -0.4% | -$2.85K | 0.02% | 567 |
|
|
2019
Q4 | $790K | Buy |
16,820
+40
| +0.2% | +$1.88K | 0.02% | 629 |
|
|
2019
Q3 | $752K | Sell |
16,780
-720
| -4% | -$32.3K | 0.02% | 624 |
|
|
2019
Q2 | $724K | Buy |
17,500
+103
| +0.6% | +$4.26K | 0.02% | 651 |
|
|
2019
Q1 | $634K | Sell |
17,397
-785
| -4% | -$28.6K | 0.02% | 703 |
|
|
2018
Q4 | $622K | Sell |
18,182
-1,047
| -5% | -$35.8K | 0.02% | 669 |
|
|
2018
Q3 | $710K | Buy |
19,229
+2,030
| +12% | +$75K | 0.02% | 742 |
|
|
2018
Q2 | $605K | Sell |
17,199
-830
| -5% | -$29.2K | 0.02% | 827 |
|
|
2018
Q1 | $614K | Sell |
18,029
-2,117
| -11% | -$72.1K | 0.02% | 806 |
|
|
2017
Q4 | $790K | Buy |
20,146
+1,117
| +6% | +$43.8K | 0.02% | 736 |
|
|
2017
Q3 | $632K | Buy |
+19,029
| New | +$632K | 0.02% | 816 |
|
|
2016
Q3 | $632K | Buy |
+19,029
| New | +$632K | 0.02% | 816 |
|