DT Investment Partners’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 | $20.9K | Hold |
564
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $22.3K | Hold |
564
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $20.5K | Sell |
564
-152
| -21% | -$5.52K | ﹤0.01% | 318 |
|
|
2024
Q3 | $27.6K | Buy |
716
+152
| +27% | +$5.86K | ﹤0.01% | 316 |
|
|
2024
Q2 | $21.1K | Sell |
564
-86
| -13% | -$3.21K | ﹤0.01% | 305 |
|
|
2024
Q1 | $24.1K | Hold |
650
| – | – | ﹤0.01% | 274 |
|
|
2023
Q4 | $23.5K | Hold |
650
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $22.3K | Hold |
650
| – | – | ﹤0.01% | 256 |
|
|
2023
Q2 | $27.1K | Hold |
650
| – | – | ﹤0.01% | 248 |
|
|
2023
Q1 | $27.8K | Hold |
650
| – | – | ﹤0.01% | 239 |
|
|
2022
Q4 | $31K | Hold |
650
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $27K | Buy |
+650
| New | +$27K | ﹤0.01% | 232 |
|