Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.48M | Hold |
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|
2020
Q1 | $1.43M | Hold |
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|
2019
Q4 | $1.65M | Hold |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.46M | Sell |
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|
2019
Q1 | $1.29M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $1.13M | Buy |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $1.26M | Buy |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $973K | Sell |
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|
2016
Q4 | $1.41M | Sell |
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|
2016
Q3 | $1.58M | Buy |
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|
2016
Q2 | $1.83M | Buy |
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