Asset Planning Services (Pennsylvania)’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $25K | Buy |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | $20K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $29K | Sell |
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|
2017
Q3 | $121K | Hold |
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|
2017
Q2 | $121K | Hold |
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|
2017
Q1 | $117K | Hold |
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|
2016
Q4 | $110K | Hold |
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|
2016
Q3 | $111K | Hold |
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|
2016
Q2 | $130K | Buy |
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|
2016
Q1 | $113K | Hold |
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|
2015
Q4 | $106K | Hold |
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|
2015
Q3 | $94K | Hold |
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|
2015
Q2 | $87K | Buy |
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