SJS Investment Consulting’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 | $599 | Hold |
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|
2025
Q2 | $558 | Sell |
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|
2025
Q1 | $1.23K | Buy |
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|
2024
Q4 | $1.02K | Sell |
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|
2024
Q3 | $1.16K | Buy |
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|
2024
Q2 | $1.01K | Buy |
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|
2024
Q1 | $853 | Buy |
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|
2023
Q4 | $822 | Buy |
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|
2023
Q3 | $618 | Sell |
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|
2023
Q2 | $918 | Sell |
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|
2023
Q1 | $1.22K | Buy |
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|
2022
Q4 | $1.19K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q1 | $0 | Buy |
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