Wealthcare Advisory Partners’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 | $955K | Buy |
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|
2025
Q1 | $998K | Buy |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $971K | Buy |
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $899K | Buy |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $894K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $920K | Sell |
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|
2021
Q2 | $925K | Buy |
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|
2021
Q1 | $905K | Buy |
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|
2020
Q4 | $957K | Buy |
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|
2020
Q3 | $797K | Buy |
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|
2020
Q2 | $836K | Buy |
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|
2020
Q1 | $806K | Sell |
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|
2019
Q4 | $942K | Buy |
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|
2019
Q3 | $900K | Buy |
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|
2019
Q2 | $830K | Buy |
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|
2019
Q1 | $731K | Buy |
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|
2018
Q4 | $686K | Buy |
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|
2018
Q3 | $740K | Buy |
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|
2018
Q2 | $706K | Buy |
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|
2018
Q1 | $683K | Sell |
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|
2017
Q4 | $796K | Sell |
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|
2017
Q3 | $680K | Buy |
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