Glen Eagle 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 | $350K | Buy |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $916K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $913K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $861K | Buy |
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|
2021
Q2 | $718K | Buy |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $679K | Sell |
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|
2020
Q3 | $711K | Buy |
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|
2020
Q2 | $722K | Buy |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $988K | Buy |
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|
2019
Q3 | $898K | Buy |
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|
2019
Q2 | $809K | Buy |
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|
2019
Q1 | $703K | Buy |
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|
2018
Q4 | $579K | Buy |
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|
2018
Q3 | $573K | Buy |
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|
2018
Q2 | $491K | Buy |
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|
2018
Q1 | $436K | Sell |
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|
2017
Q4 | $509K | Buy |
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $94.3K | Hold |
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|
2017
Q1 | $91K | Buy |
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|
2016
Q4 | $58.8K | Buy |
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