Denver Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $301K | Hold |
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|
2017
Q4 | $347K | Hold |
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|
2017
Q3 | $293K | Sell |
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|
2017
Q2 | $313K | Buy |
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|
2017
Q1 | $284K | Hold |
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|
2016
Q4 | $266K | Hold |
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|
2016
Q3 | $270K | Hold |
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|
2016
Q2 | $315K | Hold |
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|
2016
Q1 | $281K | Hold |
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|
2015
Q4 | $263K | Hold |
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|
2015
Q3 | $234K | Sell |
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|
2015
Q2 | $221K | Sell |
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|
2015
Q1 | $253K | Hold |
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|
2014
Q4 | $256K | Hold |
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|
2014
Q3 | $226K | Hold |
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|
2014
Q2 | $252K | Hold |
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|
2014
Q1 | $241K | Hold |
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|
2013
Q4 | $227 | Hold |
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|
2013
Q3 | $237K | Sell |
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|
2013
Q2 | $240K | Buy |
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