Kings Point Capital Management’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
Q1 | $269K | Sell |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $160K | Sell |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $144K | Hold |
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|
2020
Q2 | $151K | Hold |
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|
2020
Q1 | $146K | Hold |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $161K | Hold |
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|
2019
Q2 | $148K | Hold |
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|
2019
Q1 | $131K | Buy |
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|
2018
Q4 | $71K | Buy |
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