IFP 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
Q3 | $49.5K | Sell |
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|
2025
Q2 | $56.5K | Sell |
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|
2025
Q1 | $43.9K | Buy |
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|
2024
Q4 | $40.1K | Buy |
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|
2024
Q3 | $24.4K | Buy |
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|
2024
Q2 | $20K | Buy |
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|
2024
Q1 | $18.7K | Buy |
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|
2023
Q4 | $15.7K | Buy |
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|
2023
Q3 | $14.1K | Sell |
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|
2023
Q2 | $34.4K | Buy |
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|
2023
Q1 | $21.1K | Sell |
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|
2022
Q4 | $135K | Sell |
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|
2022
Q3 | $173K | Buy |
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|
2022
Q2 | $171K | Hold |
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|
2022
Q1 | $171K | Buy |
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|
2021
Q4 | $26K | Buy |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $18K | Sell |
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|
2020
Q4 | $70K | Sell |
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|
2020
Q3 | $61K | Sell |
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|
2020
Q2 | $78K | Buy |
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|
2020
Q1 | $79K | Sell |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q1 | $51K | Sell |
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|
2018
Q4 | $169K | Buy |
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|
2018
Q3 | $181K | Buy |
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|
2018
Q2 | $128K | Sell |
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|
2018
Q1 | $143K | Hold |
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|
2017
Q4 | $143K | Sell |
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|
2017
Q3 | $206K | Buy |
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|
2017
Q2 | $157K | Buy |
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|
2017
Q1 | $125K | Buy |
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|
2016
Q4 | $115K | Sell |
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|
2016
Q3 | $174K | Sell |
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|
2016
Q2 | $391K | Buy |
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|
2016
Q1 | $51K | Sell |
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|
2015
Q4 | $77K | Buy |
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