Parallel 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
Q2 | $93.3K | Buy |
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|
2025
Q1 | $95.2K | Sell |
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|
2024
Q4 | $99K | Sell |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $86.7K | Sell |
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|
2024
Q1 | $92.2K | Buy |
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|
2023
Q4 | $90K | Buy |
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|
2023
Q3 | $63.7K | Buy |
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|
2023
Q2 | $71.5K | Buy |
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|
2023
Q1 | $77.9K | Buy |
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|
2022
Q4 | $83.6K | Buy |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $68K | Sell |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $94K | Sell |
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|
2021
Q3 | $95K | Buy |
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|
2021
Q2 | $73K | Buy |
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|
2021
Q1 | $69K | Sell |
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|
2020
Q4 | $76K | Sell |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $90K | Sell |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $60K | Hold |
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|
2019
Q3 | $58K | Buy |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $29K | Hold |
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|
2017
Q3 | $27K | Hold |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $24K | Buy |
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