HL Financial Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | $295K | Buy |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $262K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Sell |
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|
2016
Q1 | $324K | Sell |
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|
2015
Q4 | $486K | Sell |
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|
2015
Q3 | $548K | Sell |
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|
2015
Q2 | $1.11M | Buy |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | $979K | Sell |
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|
2014
Q3 | $937K | Buy |
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|
2014
Q2 | $956K | Buy |
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|
2014
Q1 | $519K | Buy |
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|
2013
Q4 | $399K | Buy |
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|
2013
Q3 | $352K | Sell |
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|
2013
Q2 | $407K | Buy |
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