Occudo Quantitative Strategies’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 | – | Sell |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $385K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $6.03M | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $883K | Sell |
|
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $379K | Buy |
|