Carroll Financial Associates’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 | $123K | Hold |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $155K | Sell |
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|
2020
Q4 | $165K | Sell |
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|
2020
Q3 | $140K | Buy |
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|
2020
Q2 | $147K | Buy |
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|
2020
Q1 | $142K | Buy |
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|
2019
Q4 | $164K | Hold |
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|
2019
Q3 | $156K | Hold |
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|
2019
Q2 | $144K | Buy |
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|
2019
Q1 | $86K | Buy |
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|
2018
Q4 | $78K | Hold |
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|
2018
Q3 | $87K | Buy |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $80K | Buy |
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|
2017
Q4 | $43K | Buy |
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|
2017
Q3 | $37K | Buy |
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|
2017
Q2 | $36K | Buy |
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|
2017
Q1 | $35K | Buy |
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|
2016
Q4 | $13K | Buy |
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|
2016
Q3 | $13K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1K | Buy |
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