LaSalle St. Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
6,348
+47
| +0.7% | +$1.74K | 0.06% | 282 |
|
|
2025
Q1 | $249K | Sell |
6,301
-1,456
| -19% | -$57.5K | 0.06% | 255 |
|
|
2024
Q4 | $281K | Buy |
+7,757
| New | +$281K | 0.09% | 208 |
|
|
2024
Q3 | – | Sell |
-7,994
| Closed | -$298K | – | 219 |
|
|
2024
Q2 | $298K | Buy |
7,994
+19
| +0.2% | +$708 | 0.15% | 110 |
|
|
2024
Q1 | $295K | Buy |
7,975
+375
| +5% | +$13.9K | 0.17% | 97 |
|
|
2023
Q4 | $2.84M | Buy |
7,600
+11
| +0.1% | +$4.11K | 0.19% | 86 |
|
|
2023
Q3 | $260K | Buy |
7,589
+5
| +0.1% | +$171 | 0.13% | 98 |
|
|
2023
Q2 | $302K | Buy |
7,584
+5
| +0.1% | +$199 | 0.13% | 87 |
|
|
2023
Q1 | $330K | Buy |
7,579
+4
| +0.1% | +$174 | 0.15% | 83 |
|
|
2022
Q4 | $361K | Buy |
+7,575
| New | +$361K | 0.17% | 69 |
|