Bright Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.14M | Hold |
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|
2021
Q2 | $5.1M | Hold |
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|
2021
Q1 | $4.99M | Hold |
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|
2020
Q4 | $5.27M | Sell |
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|
2020
Q3 | $5.09M | Hold |
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|
2020
Q2 | $5.34M | Hold |
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|
2020
Q1 | $5.15M | Buy |
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|
2019
Q4 | $5.7M | Hold |
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|
2019
Q3 | $5.44M | Sell |
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|
2019
Q2 | $5.04M | Hold |
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|
2019
Q1 | $4.44M | Hold |
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|
2018
Q4 | $4.16M | Sell |
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|
2018
Q3 | $4.9M | Hold |
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|
2018
Q2 | $4.67M | Sell |
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|
2018
Q1 | $6.53M | Hold |
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|
2017
Q4 | $7.52M | Buy |
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|
2017
Q3 | $6.36M | Sell |
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|
2017
Q2 | $6.98M | Hold |
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|
2017
Q1 | $6.74M | Hold |
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|
2016
Q4 | $6.29M | Buy |
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|
2016
Q3 | $3.86M | Buy |
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|
2016
Q2 | $4.45M | Buy |
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|
2016
Q1 | $3.83M | Sell |
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|
2015
Q4 | $3.64M | Sell |
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|
2015
Q3 | $3.63M | Hold |
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|
2015
Q2 | $3.35M | Hold |
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|
2015
Q1 | $3.61M | Buy |
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|
2014
Q4 | $3.55M | Hold |
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|
2014
Q3 | $3.13M | Buy |
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|
2014
Q2 | $3.46M | Hold |
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|
2014
Q1 | $3.31M | Buy |
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|
2013
Q4 | $2.78M | Buy |
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|
2013
Q3 | $2.75M | Buy |
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|
2013
Q2 | $2.5M | Buy |
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