Nisa Investment Advisors’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
Q3 | $1.88M | Sell |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $2.26M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.93M | Sell |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $2.47M | Sell |
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|
2021
Q4 | $2.43M | Hold |
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|
2021
Q3 | $2.3K | Sell |
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|
2021
Q2 | $2.42K | Sell |
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|
2021
Q1 | $2.6K | Buy |
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|
2020
Q4 | $2.73M | Buy |
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|
2020
Q3 | $2.32M | Hold |
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|
2020
Q2 | $2.43M | Sell |
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|
2020
Q1 | $2.53M | Buy |
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|
2019
Q4 | $2.6M | Buy |
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|
2019
Q3 | $2.45M | Sell |
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|
2019
Q2 | $2.32M | Buy |
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|
2019
Q1 | $1.94M | Hold |
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|
2018
Q4 | $1.82M | Hold |
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|
2018
Q3 | $1.96M | Hold |
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|
2018
Q2 | $1.87M | Hold |
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|
2018
Q1 | $1.81M | Hold |
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|
2017
Q4 | $2.08M | Hold |
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|
2017
Q3 | $1.76M | Hold |
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|
2017
Q2 | $1.77M | Sell |
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|
2017
Q1 | $2.56M | Hold |
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|
2016
Q4 | $2.4M | Hold |
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|
2016
Q3 | $2.43M | Hold |
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|
2016
Q2 | $2.84M | Hold |
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|
2016
Q1 | $2.54M | Hold |
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|
2015
Q4 | $2.38M | Hold |
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|
2015
Q3 | $2.11M | Hold |
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|
2015
Q2 | $1.95M | Hold |
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|
2015
Q1 | $2.1M | Hold |
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|
2014
Q4 | $2.13M | Hold |
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|
2014
Q3 | $1.88M | Hold |
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|
2014
Q2 | $2.09M | Hold |
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|
2014
Q1 | $2M | Hold |
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|
2013
Q4 | $1.88M | Hold |
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|
2013
Q3 | $1.97M | Sell |
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|
2013
Q2 | $2.15M | Buy |
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