Steward Partners Investment Advisory’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 | $1.51M | Buy |
|
|||||
|
2025
Q1 | $1.56M | Buy |
|
|||||
|
2024
Q4 | $1.4M | Buy |
|
|||||
|
2024
Q3 | $1.48M | Buy |
|
|||||
|
2024
Q2 | $1.39M | Buy |
|
|||||
|
2024
Q1 | $811K | Buy |
|
|||||
|
2023
Q4 | $806K | Sell |
|
|||||
|
2023
Q3 | $767K | Buy |
|
|||||
|
2023
Q2 | $891K | Buy |
|
|||||
|
2023
Q1 | $959K | Buy |
|
|||||
|
2022
Q4 | $1.02M | Sell |
|
|||||
|
2022
Q3 | $915K | Sell |
|
|||||
|
2022
Q2 | $1.02M | Sell |
|
|||||
|
2022
Q1 | $1.15M | Sell |
|
|||||
|
2021
Q4 | $1.41M | Buy |
|
|||||
|
2021
Q3 | $944K | Buy |
|
|||||
|
2021
Q2 | $927K | Sell |
|
|||||
|
2021
Q1 | $1.02M | Buy |
|
|||||
|
2020
Q4 | $939K | Buy |
|
|||||
|
2020
Q3 | $753K | Sell |
|
|||||
|
2020
Q2 | $804K | Buy |
|
|||||
|
2020
Q1 | $767K | Buy |
|
|||||
|
2019
Q4 | $883K | Sell |
|
|||||
|
2019
Q3 | $859K | Sell |
|
|||||
|
2019
Q2 | $865K | Sell |
|
|||||
|
2019
Q1 | $764K | Sell |
|
|||||
|
2018
Q4 | $719K | Buy |
|
|||||
|
2018
Q3 | $757K | Sell |
|
|||||
|
2018
Q2 | $735K | Buy |
|
|||||
|
2018
Q1 | $302K | Sell |
|
|||||
|
2017
Q4 | $380K | Buy |
|
|||||
|
2017
Q3 | $302K | Sell |
|
|||||
|
2017
Q2 | $310K | Buy |
|
|||||
|
2017
Q1 | $284K | Buy |
|