Osaic Holdings’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 | $1.47M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $3.92M | Buy |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $4.49M | Sell |
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|
2022
Q3 | $3.94M | Sell |
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|
2022
Q2 | $4.46M | Buy |
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|
2022
Q1 | $4.23M | Buy |
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|
2021
Q4 | $4.82M | Buy |
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|
2021
Q3 | $4.01M | Buy |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $3.37M | Buy |
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|
2020
Q4 | $3.51M | Sell |
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|
2020
Q3 | $4.09M | Sell |
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|
2020
Q2 | $4.24M | Sell |
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|
2020
Q1 | $4.8M | Buy |
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