Modera 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
Q2 | $458K | Sell |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.54M | Hold |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.65M | Buy |
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