Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $388K | Hold |
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|
2021
Q2 | $385K | Hold |
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|
2021
Q1 | $377K | Hold |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $366K | Hold |
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|
2020
Q1 | $353K | Hold |
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|
2019
Q4 | $407K | Hold |
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|
2019
Q3 | $389K | Buy |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $222K | Buy |
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|
2018
Q3 | $221K | Hold |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $202K | Buy |
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|
2017
Q2 | $197K | Buy |
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