Gamble Jones Investment Counsel’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
Q4 | $390K | Hold |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $375K | Hold |
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $373K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $332K | Hold |
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|
2019
Q4 | $383K | Hold |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $298K | Hold |
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|
2018
Q4 | $279K | Hold |
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|
2018
Q3 | $301K | Hold |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $278K | Hold |
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|
2017
Q4 | $320K | Buy |
|