J.W. Cole 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
Q4 | $1.07M | Sell |
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|
2025
Q3 | $1.63M | Sell |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $707K | Buy |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $755K | Sell |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $757K | Buy |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $883K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $342K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $233K | Buy |
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