Toronto Dominion Bank’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 | $3M | Buy |
80,904
+35,005
| +76% | +$1.3M | 0.01% | 713 |
|
|
2025
Q1 | $1.81M | Sell |
45,899
-8,100
| -15% | -$320K | ﹤0.01% | 777 |
|
|
2024
Q4 | $1.96M | Sell |
53,999
-1,561
| -3% | -$56.7K | ﹤0.01% | 751 |
|
|
2024
Q3 | $2.14M | Buy |
55,560
+11,528
| +26% | +$445K | ﹤0.01% | 647 |
|
|
2024
Q2 | $1.64M | Buy |
44,032
+1,113
| +3% | +$41.5K | ﹤0.01% | 707 |
|
|
2024
Q1 | $1.59M | Sell |
42,919
-7,204
| -14% | -$267K | ﹤0.01% | 714 |
|
|
2023
Q4 | $1.87M | Buy |
50,123
+2,220
| +5% | +$82.9K | ﹤0.01% | 740 |
|
|
2023
Q3 | $1.64M | Sell |
47,903
-12,372
| -21% | -$425K | ﹤0.01% | 774 |
|
|
2023
Q2 | $2.4M | Sell |
60,275
-8,780
| -13% | -$350K | ﹤0.01% | 733 |
|
|
2023
Q1 | $3.01M | Sell |
69,055
-3,742
| -5% | -$163K | ﹤0.01% | 687 |
|
|
2022
Q4 | $3.47M | Buy |
72,797
+19,131
| +36% | +$913K | 0.01% | 639 |
|
|
2022
Q3 | $2.22M | Buy |
53,666
+88
| +0.2% | +$3.64K | ﹤0.01% | 704 |
|
|
2022
Q2 | $2.46M | Buy |
53,578
+2,158
| +4% | +$98.9K | ﹤0.01% | 708 |
|
|
2022
Q1 | $2.63M | Buy |
51,420
+5,385
| +12% | +$275K | ﹤0.01% | 714 |
|
|
2021
Q4 | $2.47M | Buy |
46,035
+13,078
| +40% | +$702K | ﹤0.01% | 775 |
|
|
2021
Q3 | $1.52M | Buy |
32,957
+1,504
| +5% | +$69.3K | ﹤0.01% | 810 |
|
|
2021
Q2 | $1.44M | Sell |
31,453
-34
| -0.1% | -$1.55K | ﹤0.01% | 814 |
|
|
2021
Q1 | $1.41M | Sell |
31,487
-12,363
| -28% | -$553K | ﹤0.01% | 809 |
|
|
2020
Q4 | $2.07M | Buy |
43,850
+4,893
| +13% | +$231K | ﹤0.01% | 759 |
|
|
2020
Q3 | $1.57M | Buy |
+38,957
| New | +$1.57M | ﹤0.01% | 747 |
|
|
2020
Q1 | – | Sell |
-37,207
| Closed | -$1.75M | – | 1288 |
|
|
2019
Q4 | $1.75M | Buy |
+37,207
| New | +$1.75M | ﹤0.01% | 686 |
|