American Portfolios Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $127K | Sell |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $192K | Buy |
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|
2021
Q2 | $140K | Hold |
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|
2021
Q1 | $137K | Buy |
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|
2020
Q4 | $144K | Buy |
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|
2020
Q3 | $122K | Hold |
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|
2020
Q2 | $128K | Hold |
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|
2020
Q1 | $124K | Sell |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $139K | Hold |
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|
2019
Q2 | $128K | Buy |
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|
2019
Q1 | $67.5K | Sell |
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|
2018
Q4 | $65.3K | Buy |
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|
2018
Q3 | $53.5K | Sell |
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|
2018
Q2 | $51.9K | Buy |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $53K | Buy |
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