Phoenix Financial’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 | $292K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $209K | Buy |
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