Virtue Capital Management’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
Q4 | $212K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $781K | Hold |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $992K | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $897K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $800K | Buy |
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|
2021
Q1 | $579K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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