KeyBank National Association’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
Q2 | $562K | Buy |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $534K | Sell |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $573K | Buy |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $434K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $482K | Sell |
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|
2021
Q1 | $476K | Sell |
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|
2020
Q4 | $510K | Sell |
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|
2020
Q3 | $950K | Buy |
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|
2020
Q2 | $887K | Sell |
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|
2020
Q1 | $861K | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $946K | Sell |
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|
2018
Q4 | $893K | Buy |
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|
2018
Q3 | $845K | Hold |
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|
2018
Q2 | $806K | Hold |
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|
2018
Q1 | $780K | Sell |
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|
2017
Q4 | $938K | Sell |
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|
2017
Q3 | $807K | Buy |
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|
2017
Q2 | $777K | Hold |
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|
2017
Q1 | $750K | Sell |
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|
2016
Q4 | $728K | Sell |
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|
2016
Q3 | $763K | Sell |
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|
2016
Q2 | $917K | Buy |
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|
2016
Q1 | $756K | Hold |
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|
2015
Q4 | $708K | Sell |
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|
2015
Q3 | $981K | Sell |
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|
2015
Q2 | $1.04M | Buy |
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|
2015
Q1 | $1.07M | Sell |
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|
2014
Q4 | $1.15M | Sell |
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|
2014
Q3 | $1.18M | Sell |
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|
2014
Q2 | $1.36M | Sell |
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|
2014
Q1 | $1.34M | Sell |
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|
2013
Q4 | $1.31M | Sell |
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|
2013
Q3 | $1.41M | Sell |
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|
2013
Q2 | $1.44M | Buy |
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