Ossiam’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
Q1 | – | Sell |
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|
2024
Q4 | $581K | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $197K | Sell |
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|
2022
Q4 | $713K | Sell |
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|
2022
Q3 | $647K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $630K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $631K | Buy |
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|
2019
Q2 | $429K | Buy |
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