TFG Advisers’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 | $1.05M | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $2.46M | Sell |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $1.89M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.15M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $1.51M | Buy |
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