Foundations Investment Advisors’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 | $662K | Sell |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $344K | Hold |
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|
2024
Q2 | $332K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $433K | Hold |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $461K | Hold |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $363K | Hold |
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|
2020
Q2 | $378K | Hold |
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|
2020
Q1 | $336K | Hold |
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|
2019
Q4 | $401K | Hold |
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|
2019
Q3 | $390K | Buy |
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