HBK Sorce Advisory’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 | $337K | Buy |
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|
2025
Q2 | $303K | Buy |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $418K | Buy |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | $399K | Buy |
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|
2019
Q2 | $362K | Buy |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $304K | Hold |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $280K | Buy |
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|
2017
Q4 | $321K | Buy |
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