Hudock Inc’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 | – | Sell |
-2,501
| Closed | -$103K | – | 763 |
|
|
2022
Q3 | $103K | Hold |
2,501
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $114K | Hold |
2,501
| – | – | 0.04% | 197 |
|
|
2022
Q1 | $127K | Sell |
2,501
-190
| -7% | -$9.17K | 0.04% | 202 |
|
|
2021
Q4 | $144K | Hold |
2,691
| – | – | 0.04% | 197 |
|
|
2021
Q3 | $124K | Hold |
2,691
| – | – | 0.04% | 206 |
|
|
2021
Q2 | $123K | Hold |
2,691
| – | – | 0.04% | 212 |
|
|
2021
Q1 | $120K | Hold |
2,691
| – | – | 0.04% | 196 |
|
|
2020
Q4 | $127K | Sell |
2,691
-355
| -12% | -$15.8K | 0.04% | 186 |
|
|
2020
Q3 | $122K | Buy |
3,046
+3
| +0.1% | +$129 | 0.05% | 165 |
|
|
2020
Q2 | $128K | Hold |
3,043
| – | – | 0.05% | 144 |
|
|
2020
Q1 | $123K | Hold |
3,043
| – | – | 0.05% | 134 |
|
|
2019
Q4 | $139K | Buy |
3,043
+352
| +13% | +$15.9K | 0.05% | 143 |
|
|
2019
Q3 | $120K | Hold |
2,691
| – | – | 0.04% | 148 |
|
|
2019
Q2 | $111K | Hold |
2,691
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $98K | Hold |
2,691
| – | – | 0.04% | 171 |
|
|
2018
Q4 | $91K | Hold |
2,691
| – | – | 0.04% | 163 |
|
|
2018
Q3 | $99K | Hold |
2,691
| – | – | 0.04% | 163 |
|
|
2018
Q2 | $94K | Hold |
2,691
| – | – | 0.04% | 164 |
|
|
2018
Q1 | $91K | Hold |
2,691
| – | – | 0.04% | 168 |
|
|
2017
Q4 | $105K | Hold |
2,691
| – | – | 0.05% | 156 |
|
|
2017
Q3 | $89K | Hold |
2,691
| – | – | 0.04% | 159 |
|
|
2017
Q2 | $89K | Hold |
2,691
| – | – | 0.05% | 158 |
|
|
2017
Q1 | $86K | Hold |
2,691
| – | – | 0.05% | 152 |
|
|
2016
Q4 | $80K | Hold |
2,691
| – | – | 0.05% | 163 |
|
|
2016
Q3 | $82K | Hold |
2,691
| – | – | 0.05% | 167 |
|
|
2016
Q2 | $95K | Hold |
2,691
| – | – | 0.05% | 152 |
|
|
2016
Q1 | $85K | Buy |
2,691
+15
| +0.6% | +$464 | 0.05% | 159 |
|
|
2015
Q4 | $79K | Buy |
2,676
+16
| +0.6% | +$461 | 0.04% | 159 |
|
|
2015
Q3 | $70K | Sell |
2,660
-266
| -9% | -$6.81K | 0.03% | 166 |
|
|
2015
Q2 | $71K | Buy |
2,926
+16
| +0.5% | +$420 | 0.03% | 173 |
|
|
2015
Q1 | $77K | Buy |
2,910
+16
| +0.6% | +$426 | 0.03% | 167 |
|
|
2014
Q4 | $77K | Buy |
2,894
+16
| +0.6% | +$411 | 0.04% | 168 |
|
|
2014
Q3 | $68K | Buy |
2,878
+18
| +0.6% | +$440 | 0.04% | 177 |
|
|
2014
Q2 | $75K | Buy |
2,860
+15
| +0.5% | +$377 | 0.09% | 160 |
|
|
2014
Q1 | $71K | Buy |
2,845
+15
| +0.5% | +$362 | 0.06% | 153 |
|
|
2013
Q4 | $67K | Buy |
2,830
+16
| +0.6% | +$390 | 0.06% | 153 |
|
|
2013
Q3 | $70K | Buy |
2,814
+15
| +0.5% | +$383 | 0.07% | 137 |
|
|
2013
Q2 | $70K | Buy |
+2,799
| New | +$71.1K | 0.1% | 136 |
|
Other funds holding WTRG
PAMS
