Daiwa Securities 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
Q2 | $970K | Buy |
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|
2025
Q1 | $981K | Buy |
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|
2024
Q4 | $862K | Sell |
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|
2024
Q3 | $923K | Buy |
|
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|
2024
Q2 | $852K | Buy |
|
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $885K | Buy |
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|
2023
Q3 | $738K | Sell |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $883K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $462K | Hold |
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|
2020
Q3 | $394K | Buy |
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|
2020
Q2 | $364K | Hold |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $399K | Buy |
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