New York Life Investment Management’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 | $989K | Sell |
26,620
-3,939
| -13% | -$146K | 0.01% | 647 |
|
|
2025
Q1 | $1.21M | Buy |
30,559
+1,528
| +5% | +$60.4K | 0.01% | 623 |
|
|
2024
Q4 | $1.05M | Sell |
29,031
-2,478
| -8% | -$90K | 0.01% | 646 |
|
|
2024
Q3 | $1.22M | Sell |
31,509
-1,806
| -5% | -$69.7K | 0.01% | 660 |
|
|
2024
Q2 | $1.24M | Buy |
33,315
+3,027
| +10% | +$113K | 0.01% | 642 |
|
|
2024
Q1 | $1.12M | Buy |
30,288
+209
| +0.7% | +$7.74K | 0.01% | 647 |
|
|
2023
Q4 | $1.12M | Sell |
30,079
-502
| -2% | -$18.8K | 0.01% | 632 |
|
|
2023
Q3 | $1.05M | Buy |
30,581
+15,388
| +101% | +$528K | 0.01% | 618 |
|
|
2023
Q2 | $606K | Buy |
+15,193
| New | +$606K | 0.01% | 649 |
|