Rothschild Investment LLC’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
Q3 | $738K | Sell |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $764K | Sell |
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|
2024
Q4 | $709K | Buy |
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|
2024
Q3 | $741K | Sell |
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|
2024
Q2 | $784K | Sell |
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|
2024
Q1 | $811K | Buy |
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|
2023
Q4 | $802K | Sell |
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|
2023
Q3 | $775K | Sell |
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|
2023
Q2 | $929K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $975K | Hold |
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|
2022
Q2 | $1.08M | Hold |
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|
2022
Q1 | $1.2M | Hold |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $982K | Hold |
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|
2020
Q3 | $836K | Buy |
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|
2020
Q2 | $784K | Sell |
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|
2020
Q1 | $906K | Sell |
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|
2019
Q4 | $1.11M | Hold |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $985K | Buy |
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|
2019
Q1 | $864K | Hold |
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|
2018
Q4 | $811K | Sell |
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|
2018
Q3 | $889K | Hold |
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|
2018
Q2 | $848K | Hold |
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|
2018
Q1 | $821K | Buy |
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|
2017
Q4 | $938K | Hold |
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|
2017
Q3 | $794K | Sell |
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|
2017
Q2 | $913K | Buy |
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|
2017
Q1 | $849K | Buy |
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|
2016
Q4 | $789K | Buy |
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|
2016
Q3 | $780K | Buy |
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|
2016
Q2 | $873K | Buy |
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|
2016
Q1 | $688K | Buy |
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|
2015
Q4 | $472K | Buy |
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|
2015
Q3 | $408K | Buy |
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|
2015
Q2 | $358K | Buy |
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|
2015
Q1 | $267K | Buy |
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|
2014
Q4 | $268K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $216K | Hold |
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|
2013
Q4 | $203K | Hold |
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|
2013
Q3 | $213K | Hold |
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|
2013
Q2 | $216K | Buy |
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