Cordasco Financial Network’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
Q2 | $773K | Hold |
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|
2022
Q1 | $862K | Hold |
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|
2021
Q4 | $905K | Sell |
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|
2021
Q3 | $787K | Hold |
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|
2021
Q2 | $780K | Hold |
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|
2021
Q1 | $764K | Sell |
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|
2020
Q4 | $957K | Hold |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $878K | Hold |
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|
2020
Q1 | $846K | Buy |
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|
2019
Q4 | $825K | Sell |
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|
2019
Q3 | $788K | Sell |
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|
2019
Q2 | $732K | Hold |
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|
2019
Q1 | $644K | Buy |
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|
2018
Q4 | $547K | Buy |
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|
2018
Q3 | $590K | Sell |
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|
2018
Q2 | $706K | Buy |
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|
2018
Q1 | $650K | Buy |
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|
2017
Q4 | $747K | Hold |
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|
2017
Q3 | $632K | Hold |
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|
2017
Q2 | $634K | Hold |
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|
2017
Q1 | $612K | Hold |
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|
2016
Q4 | $572K | Sell |
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|
2016
Q3 | $692K | Hold |
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|
2016
Q2 | $692K | Sell |
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|
2016
Q1 | $711K | Buy |
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|
2015
Q4 | $666K | Buy |
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|
2015
Q3 | $591K | Sell |
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|
2015
Q2 | $551K | Sell |
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|
2015
Q1 | $732K | Sell |
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|
2014
Q4 | $752K | Buy |
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|
2014
Q3 | $663K | Buy |
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|
2014
Q2 | $705K | Sell |
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|
2014
Q1 | $677K | Sell |
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|
2013
Q4 | $666K | Buy |
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