HighTower 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 | $3.56M | Sell |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.78M | Buy |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.79M | Sell |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $2.62M | Buy |
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|
2021
Q2 | $2.51M | Sell |
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|
2021
Q1 | $4.13M | Buy |
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|
2020
Q4 | $2.32M | Buy |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.71M | Sell |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.86M | Sell |
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|
2019
Q3 | $1.79M | Sell |
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|
2019
Q2 | $1.72M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.48M | Sell |
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|
2017
Q3 | $1.35M | Buy |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $1.01M | Sell |
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|
2016
Q2 | $1.26M | Sell |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q3 | $823K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $740K | Buy |
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|
2014
Q4 | $739K | Sell |
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|
2014
Q3 | $653K | Buy |
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|
2014
Q2 | $578K | Buy |
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|
2014
Q1 | $497K | Buy |
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|
2013
Q4 | $456K | Buy |
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|
2013
Q3 | $374K | Buy |
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|
2013
Q2 | $373K | Buy |
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