Institute for Wealth Management’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 | $401K | Hold |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $406K | Hold |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $511K | Hold |
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|
2022
Q2 | $566K | Hold |
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|
2022
Q1 | $631K | Hold |
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|
2021
Q4 | $663K | Sell |
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|
2021
Q3 | $578K | Hold |
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|
2021
Q2 | $573K | Hold |
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|
2021
Q1 | $561K | Hold |
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|
2020
Q4 | $593K | Hold |
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|
2020
Q3 | $505K | Buy |
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|
2020
Q2 | $517K | Buy |
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|
2020
Q1 | $494K | Hold |
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|
2019
Q4 | $570K | Hold |
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|
2019
Q3 | $544K | Hold |
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|
2019
Q2 | $502K | Sell |
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|
2019
Q1 | $479K | Hold |
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|
2018
Q4 | $449K | Hold |
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|
2018
Q3 | $474K | Hold |
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|
2018
Q2 | $462K | Sell |
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|
2018
Q1 | $464K | Hold |
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|
2017
Q4 | $520K | Sell |
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|
2017
Q3 | $446K | Hold |
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|
2017
Q2 | $447K | Buy |
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