Girard Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $565K | Buy |
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|
2019
Q4 | $513K | Sell |
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|
2019
Q3 | $504K | Sell |
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|
2019
Q2 | $499K | Sell |
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|
2019
Q1 | $442K | Buy |
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|
2018
Q4 | $282K | Sell |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $657K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $771K | Sell |
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|
2017
Q3 | $734K | Sell |
|
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|
2017
Q2 | $774K | Buy |
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|
2017
Q1 | $657K | Buy |
|
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|
2016
Q4 | $535K | Buy |
|
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|
2016
Q3 | $534K | Sell |
|
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|
2016
Q2 | $642K | Sell |
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|
2016
Q1 | $600K | Sell |
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|
2015
Q4 | $596K | Buy |
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|
2015
Q3 | $412K | Buy |
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|
2015
Q2 | $302K | Sell |
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|
2015
Q1 | $344K | Buy |
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|
2014
Q4 | $327K | Sell |
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|
2014
Q3 | $313K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $240K | Buy |
|