Birch Capital 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
Q3 | – | Sell |
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|
2022
Q2 | $53.6K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $54K | Sell |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $496K | Hold |
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|
2020
Q2 | $520K | Hold |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $753K | Buy |
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