Impax Asset Management Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.02M | Sell |
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|
2023
Q4 | $8.24M | Buy |
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|
2023
Q3 | $6.44M | Buy |
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|
2023
Q2 | $6.58M | Buy |
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|
2023
Q1 | $5.99M | Sell |
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|
2022
Q4 | $212M | Sell |
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|
2022
Q3 | $186M | Sell |
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|
2022
Q2 | $215M | Sell |
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|
2022
Q1 | $257M | Sell |
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|
2021
Q4 | $298M | Buy |
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|
2021
Q3 | $255M | Buy |
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|
2021
Q2 | $199M | Buy |
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|
2021
Q1 | $181M | Buy |
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|
2020
Q4 | $168M | Buy |
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|
2020
Q3 | $134M | Buy |
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|
2020
Q2 | $125M | Buy |
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|
2020
Q1 | $100M | Sell |
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|
2019
Q4 | $122M | Buy |
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|
2019
Q3 | $102M | Sell |
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|
2019
Q2 | $101M | Sell |
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|
2019
Q1 | $97.7M | Sell |
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|
2018
Q4 | $92.1M | Buy |
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|
2018
Q3 | $81.8M | Buy |
|