Blume 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.9K | Sell |
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|
2025
Q2 | $72.3K | Sell |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $129K | Sell |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $189K | Hold |
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|
2024
Q1 | $187K | Hold |
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|
2023
Q4 | $189K | Sell |
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|
2023
Q3 | $184K | Hold |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $476K | Sell |
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|
2021
Q4 | $521K | Hold |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $448K | Hold |
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|
2020
Q4 | $473K | Hold |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $422K | Sell |
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|
2020
Q1 | $411K | Buy |
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|
2019
Q4 | $469K | Hold |
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|
2019
Q3 | $448K | Hold |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $364K | Hold |
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|
2018
Q4 | $342K | Hold |
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|
2018
Q3 | $369K | Hold |
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|
2018
Q2 | $352K | Hold |
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|
2018
Q1 | $340K | Sell |
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|
2017
Q4 | $399K | Hold |
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|
2017
Q3 | $338K | Hold |
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|
2017
Q2 | $339K | Hold |
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|
2017
Q1 | $327K | Hold |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $313K | Hold |
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|
2016
Q2 | $366K | Sell |
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|
2016
Q1 | $333K | Hold |
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|
2015
Q4 | $312K | Sell |
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|
2015
Q3 | $280K | Hold |
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|
2015
Q2 | $259K | Hold |
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|
2015
Q1 | $279K | Sell |
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|
2014
Q4 | $285K | Hold |
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|
2014
Q3 | $251K | Hold |
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|
2014
Q2 | $280K | Sell |
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|
2014
Q1 | $270K | Hold |
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|
2013
Q4 | $254K | Buy |
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