TD Private Client Wealth’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 | $228K | Buy |
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|
2025
Q2 | $199K | Sell |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $198K | Sell |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $784 | Sell |
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|
2023
Q3 | $78.5K | Sell |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $129K | Hold |
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|
2022
Q3 | $112K | Hold |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $138K | Sell |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $125K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $121K | Hold |
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|
2020
Q4 | $128K | Sell |
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|
2020
Q3 | $113K | Hold |
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|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $119K | Buy |
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