Moors & Cabot’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 | $1.04M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $914K | Buy |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $818K | Buy |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $705K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $604K | Hold |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $684K | Hold |
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|
2021
Q4 | $718K | Hold |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $638K | Sell |
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|
2020
Q3 | $562K | Sell |
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|
2020
Q2 | $588K | Buy |
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|
2020
Q1 | $483K | Sell |
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|
2019
Q4 | $698K | Sell |
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|
2019
Q3 | $677K | Buy |
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|
2019
Q2 | $576K | Buy |
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|
2019
Q1 | $403K | Buy |
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|
2018
Q4 | $374K | Sell |
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|
2018
Q3 | $417K | Hold |
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|
2018
Q2 | $403K | Sell |
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|
2018
Q1 | $560K | Buy |
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|
2017
Q4 | $633K | Buy |
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|
2017
Q3 | $504K | Buy |
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|
2017
Q2 | $505K | Buy |
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|
2017
Q1 | $485K | Buy |
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|
2016
Q4 | $455K | Sell |
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|
2016
Q3 | $528K | Buy |
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|
2016
Q2 | $572K | Sell |
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|
2016
Q1 | $526K | Sell |
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|
2015
Q4 | $523K | Sell |
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|
2015
Q3 | $489K | Buy |
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|
2015
Q2 | $394K | Sell |
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|
2015
Q1 | $431K | Buy |
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|
2014
Q4 | $442K | Sell |
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|
2014
Q3 | $405K | Sell |
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|
2014
Q2 | $476K | Buy |
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|
2014
Q1 | $413K | Buy |
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