A.D. Beadell Investment Counsel’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 | $1.43K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $243K | Sell |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $225K | Hold |
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|
2016
Q4 | $210K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $499K | Hold |
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|
2015
Q2 | $462K | Hold |
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|
2015
Q1 | $497K | Hold |
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|
2014
Q4 | $503K | Hold |
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|
2014
Q3 | $443K | Buy |
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