TD Private Client Wealth’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 | $199K | Sell |
5,361
-100
| -2% | -$3.71K | ﹤0.01% | 635 |
|
|
2025
Q1 | $216K | Hold |
5,461
| – | – | 0.01% | 584 |
|
|
2024
Q4 | $198K | Sell |
5,461
-55
| -1% | -$2K | 0.01% | 605 |
|
|
2024
Q3 | $213K | Sell |
5,516
-40
| -0.7% | -$1.54K | 0.01% | 590 |
|
|
2024
Q2 | $207K | Sell |
5,556
-28
| -0.5% | -$1.05K | 0.01% | 565 |
|
|
2024
Q1 | $207K | Buy |
5,584
+5,563
| +26,490% | +$206K | 0.01% | 580 |
|
|
2023
Q4 | $784 | Sell |
21
-2,265
| -99% | -$84.6K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $78.5K | Sell |
2,286
-417
| -15% | -$14.3K | ﹤0.01% | 691 |
|
|
2023
Q2 | $108K | Hold |
2,703
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $118K | Hold |
2,703
| – | – | 0.01% | 626 |
|
|
2022
Q4 | $129K | Hold |
2,703
| – | – | 0.01% | 593 |
|
|
2022
Q3 | $112K | Hold |
2,703
| – | – | 0.01% | 598 |
|
|
2022
Q2 | $124K | Hold |
2,703
| – | – | 0.01% | 586 |
|
|
2022
Q1 | $138K | Sell |
2,703
-23
| -0.8% | -$1.18K | 0.01% | 596 |
|
|
2021
Q4 | $146K | Buy |
2,726
+12
| +0.4% | +$644 | 0.01% | 590 |
|
|
2021
Q3 | $125K | Hold |
2,714
| – | – | 0.01% | 600 |
|
|
2021
Q2 | $124K | Hold |
2,714
| – | – | 0.01% | 589 |
|
|
2021
Q1 | $121K | Hold |
2,714
| – | – | 0.01% | 569 |
|
|
2020
Q4 | $128K | Sell |
2,714
-87
| -3% | -$4.11K | 0.01% | 529 |
|
|
2020
Q3 | $113K | Hold |
2,801
| – | – | 0.01% | 519 |
|
|
2020
Q2 | $118K | Sell |
2,801
-124
| -4% | -$5.24K | 0.01% | 506 |
|
|
2020
Q1 | $119K | Buy |
+2,925
| New | +$119K | 0.01% | 475 |
|