Tortoise Index Solutions’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $6.3M | Sell |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.5M | Sell |
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|
2021
Q4 | $2.8M | Buy |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $778K | Sell |
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|
2020
Q1 | $793K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $440K | Buy |
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|
2019
Q2 | $179K | Sell |
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|
2019
Q1 | $178K | Buy |
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|
2018
Q4 | $155K | Sell |
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|
2018
Q3 | $170K | Sell |
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|
2018
Q2 | $179K | Sell |
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $222K | Buy |
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