SJS Investment Consulting’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558 | Sell |
15
-16
| -52% | -$595 | ﹤0.01% | 1079 |
|
|
2025
Q1 | $1.23K | Buy |
31
+3
| +11% | +$119 | ﹤0.01% | 931 |
|
|
2024
Q4 | $1.02K | Sell |
28
-2
| -7% | -$73 | ﹤0.01% | 993 |
|
|
2024
Q3 | $1.16K | Buy |
30
+3
| +11% | +$116 | ﹤0.01% | 1017 |
|
|
2024
Q2 | $1.01K | Buy |
27
+4
| +17% | +$149 | ﹤0.01% | 1024 |
|
|
2024
Q1 | $853 | Buy |
23
+1
| +5% | +$37 | ﹤0.01% | 1100 |
|
|
2023
Q4 | $822 | Buy |
22
+4
| +22% | +$149 | ﹤0.01% | 1040 |
|
|
2023
Q3 | $618 | Sell |
18
-5
| -22% | -$172 | ﹤0.01% | 1139 |
|
|
2023
Q2 | $918 | Sell |
23
-5
| -18% | -$200 | ﹤0.01% | 934 |
|
|
2023
Q1 | $1.22K | Buy |
28
+3
| +12% | +$131 | ﹤0.01% | 804 |
|
|
2022
Q4 | $1.19K | Buy |
25
+11
| +79% | +$525 | ﹤0.01% | 861 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 955 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1397 |
|