Veritable’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Buy |
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|
2018
Q2 | $209K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $215K | Buy |
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