TD Asset Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Sell |
147,976
-5,868
| -4% | -$218K | ﹤0.01% | 755 |
|
|
2025
Q1 | $6.08M | Sell |
153,844
-22,674
| -13% | -$896K | 0.01% | 749 |
|
|
2024
Q4 | $6.41M | Buy |
176,518
+15,868
| +10% | +$576K | 0.01% | 746 |
|
|
2024
Q3 | $6.17M | Buy |
160,650
+31,591
| +24% | +$1.21M | 0.01% | 751 |
|
|
2024
Q2 | $4.82M | Sell |
129,059
-2,745
| -2% | -$102K | ﹤0.01% | 771 |
|
|
2024
Q1 | $4.88M | Buy |
131,804
+108,338
| +462% | +$4.01M | ﹤0.01% | 784 |
|
|
2023
Q4 | $876K | Buy |
23,466
+5,395
| +30% | +$202K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $620K | Sell |
18,071
-1,000
| -5% | -$34.3K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $761K | Sell |
19,071
-64
| -0.3% | -$2.55K | ﹤0.01% | 1183 |
|
|
2023
Q1 | $835K | Buy |
19,135
+64
| +0.3% | +$2.79K | ﹤0.01% | 1168 |
|
|
2022
Q4 | $910K | Buy |
19,071
+700
| +4% | +$33.4K | ﹤0.01% | 1156 |
|
|
2022
Q3 | $778K | Sell |
18,371
-300
| -2% | -$12.7K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $856K | Sell |
18,671
-2,874
| -13% | -$132K | ﹤0.01% | 1206 |
|
|
2022
Q1 | $1.1M | Buy |
21,545
+200
| +0.9% | +$10.2K | ﹤0.01% | 1216 |
|
|
2021
Q4 | $1.15M | Sell |
21,345
-2,127
| -9% | -$114K | ﹤0.01% | 1255 |
|
|
2021
Q3 | $1.08M | Sell |
23,472
-300
| -1% | -$13.8K | ﹤0.01% | 1231 |
|
|
2021
Q2 | $1.17M | Sell |
23,772
-13,078
| -35% | -$643K | ﹤0.01% | 1226 |
|
|
2021
Q1 | $1.65M | Sell |
36,850
-395
| -1% | -$17.7K | ﹤0.01% | 1151 |
|
|
2020
Q4 | $1.76M | Buy |
37,245
+2,388
| +7% | +$113K | ﹤0.01% | 1062 |
|
|
2020
Q3 | $1.4M | Buy |
34,857
+11,829
| +51% | +$476K | ﹤0.01% | 1002 |
|
|
2020
Q2 | $973K | Buy |
23,028
+500
| +2% | +$21.1K | ﹤0.01% | 1066 |
|
|
2020
Q1 | $917K | Buy |
22,528
+300
| +1% | +$12.2K | ﹤0.01% | 1022 |
|
|
2019
Q4 | $1.04M | Buy |
22,228
+11,095
| +100% | +$521K | ﹤0.01% | 1083 |
|
|
2019
Q3 | $499K | Buy |
11,133
+700
| +7% | +$31.4K | ﹤0.01% | 1173 |
|
|
2019
Q2 | $432K | Sell |
10,433
-8,110
| -44% | -$336K | ﹤0.01% | 1203 |
|
|
2019
Q1 | $676K | Buy |
18,543
+16
| +0.1% | +$583 | ﹤0.01% | 1125 |
|
|
2018
Q4 | $633K | Sell |
18,527
-4,900
| -21% | -$167K | ﹤0.01% | 1172 |
|
|
2018
Q3 | $864K | Buy |
23,427
+100
| +0.4% | +$3.69K | ﹤0.01% | 1190 |
|
|
2018
Q2 | $821K | Sell |
23,327
-400
| -2% | -$14.1K | ﹤0.01% | 1173 |
|
|
2018
Q1 | $808K | Buy |
23,727
+9,900
| +72% | +$337K | ﹤0.01% | 1110 |
|
|
2017
Q4 | $542K | Buy |
+13,827
| New | +$542K | ﹤0.01% | 1176 |
|
|
2016
Q4 | – | Sell |
-7,927
| Closed | -$242K | – | 1407 |
|
|
2016
Q3 | $242K | Buy |
+7,927
| New | +$242K | ﹤0.01% | 1344 |
|
|
2015
Q3 | – | Sell |
-9,250
| Closed | -$227K | – | 1388 |
|
|
2015
Q2 | $227K | Buy |
+9,250
| New | +$227K | ﹤0.01% | 1332 |
|