Harbour Investments’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 | $102K | Buy |
2,740
+11
| +0.4% | +$409 | ﹤0.01% | 1499 |
|
|
2025
Q1 | $108K | Buy |
2,729
+183
| +7% | +$7.23K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $92.5K | Sell |
2,546
-33
| -1% | -$1.2K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $99.5K | Buy |
2,579
+14
| +0.5% | +$540 | ﹤0.01% | 1320 |
|
|
2024
Q2 | $95.8K | Buy |
2,565
+1
| +0% | +$37 | ﹤0.01% | 1269 |
|
|
2024
Q1 | $95K | Buy |
2,564
+502
| +24% | +$18.6K | ﹤0.01% | 1239 |
|
|
2023
Q4 | $77K | Sell |
2,062
-446
| -18% | -$16.7K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $86.1K | Buy |
2,508
+102
| +4% | +$3.5K | ﹤0.01% | 1105 |
|
|
2023
Q2 | $96K | Buy |
2,406
+2
| +0.1% | +$80 | ﹤0.01% | 1076 |
|
|
2023
Q1 | $105K | Buy |
2,404
+1
| +0% | +$44 | 0.01% | 1023 |
|
|
2022
Q4 | $115K | Buy |
2,403
+295
| +14% | +$14.1K | 0.01% | 958 |
|
|
2022
Q3 | $97K | Hold |
2,108
| – | – | 0.01% | 974 |
|
|
2022
Q2 | $97K | Buy |
+2,108
| New | +$97K | 0.01% | 974 |
|
|
2021
Q4 | $92K | Sell |
1,715
-3,321
| -66% | -$178K | 0.01% | 1006 |
|
|
2021
Q3 | $232K | Sell |
5,036
-285
| -5% | -$13.1K | 0.01% | 950 |
|
|
2021
Q2 | $243K | Buy |
5,321
+912
| +21% | +$41.6K | 0.01% | 957 |
|
|
2021
Q1 | $197K | Buy |
+4,409
| New | +$197K | 0.01% | 974 |
|