Kathmere Capital 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 | $419K | Sell |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $756K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $210K | Hold |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $245K | Buy |
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