MV 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
Q2 | $483 | Buy |
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|
2025
Q1 | $475 | Sell |
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|
2024
Q4 | $582 | Buy |
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|
2024
Q3 | $463 | Hold |
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|
2024
Q2 | $448 | Sell |
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|
2024
Q1 | $1.19K | Buy |
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|
2023
Q4 | $449 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Sell |
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|
2015
Q2 | $7K | Buy |
|