Ethic Inc’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
Q3 | $1.02M | Buy |
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|
2025
Q2 | $874K | Sell |
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|
2025
Q1 | $2.44M | Buy |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $948K | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $211K | Buy |
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