Northwest & Ethical Investments’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 | $1.21M | Hold |
32,627
| – | – | 0.03% | 311 |
|
|
2025
Q1 | $1.29M | Buy |
32,627
+9,647
| +42% | +$381K | 0.04% | 296 |
|
|
2024
Q4 | $835K | Sell |
22,980
-37,263
| -62% | -$1.35M | 0.02% | 318 |
|
|
2024
Q3 | $2.32M | Sell |
60,243
-12,656
| -17% | -$488K | 0.06% | 236 |
|
|
2024
Q2 | $2.72M | Buy |
+72,899
| New | +$2.72M | 0.08% | 227 |
|
|
2024
Q1 | – | Sell |
-15,714
| Closed | -$587K | – | 505 |
|
|
2023
Q4 | $587K | Hold |
15,714
| – | – | 0.02% | 300 |
|
|
2023
Q3 | $539K | Sell |
15,714
-23,533
| -60% | -$808K | 0.02% | 319 |
|
|
2023
Q2 | $1.57M | Buy |
+39,247
| New | +$1.57M | 0.05% | 260 |
|