BBL
Beck Bode LLC’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
+486,990
| New | +$18.1M | 3.06% | 12 |
|
|
2023
Q4 | – | Sell |
-233,847
| Closed | -$8.03M | – | 153 |
|
|
2023
Q3 | $8.03M | Buy |
+233,847
| New | +$8.03M | 2.05% | 15 |
|
|
2022
Q4 | – | Sell |
-267,609
| Closed | -$11.1M | – | 257 |
|
|
2022
Q3 | $11.1M | Buy |
267,609
+16,400
| +7% | +$679K | 2.4% | 7 |
|
|
2022
Q2 | $11.5M | Buy |
+251,209
| New | +$11.5M | 2.45% | 7 |
|
|
2021
Q3 | – | Sell |
-253,110
| Closed | -$11.6M | – | 314 |
|
|
2021
Q2 | $11.6M | Buy |
+253,110
| New | +$11.6M | 3.19% | 12 |
|
|
2020
Q1 | – | Sell |
-191,820
| Closed | -$9M | – | 79 |
|
|
2019
Q4 | $9M | Buy |
+191,820
| New | +$9M | 3.7% | 7 |
|