Yousif 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
Q3 | $3.61M | Buy |
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|
2025
Q2 | $3.33M | Sell |
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|
2025
Q1 | $3.55M | Sell |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.63M | Sell |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $4.3M | Sell |
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|
2023
Q4 | $4.37M | Buy |
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|
2023
Q3 | $3.94M | Sell |
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|
2023
Q2 | $4.78M | Sell |
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|
2023
Q1 | $5.37M | Sell |
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|
2022
Q4 | $5.91M | Buy |
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|
2022
Q3 | $5.02M | Sell |
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|
2022
Q2 | $5.89M | Buy |
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|
2022
Q1 | $6.28M | Buy |
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|
2021
Q4 | $6.58M | Buy |
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