Diversified’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $685K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q2 | $442K | Buy |
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|
2021
Q1 | $432K | Sell |
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|
2020
Q4 | $413K | Buy |
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