Ladenburg Thalmann 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 Q4	$3.78M	Sell	81,482 -10,584	-11%	-$477K	0.02%	588
2019 Q3	$4.13M	Buy	92,066 +5,126	+6%	+$220K	0.03%	529
2019 Q2	$3.58M	Sell	86,940 -7,247	-8%	-$282K	0.03%	575
2019 Q1	$3.42M	Buy	94,187 +15,897	+20%	+$560K	0.03%	560
2018 Q4	$2.65M	Buy	78,290 +13,569	+21%	+$471K	0.02%	569
2018 Q3	$2.38M	Sell	64,721 -1,068	-2%	-$39.5K	0.02%	651
2018 Q2	$2.23M	Hold	65,789	–	–	0.02%	652
2018 Q1	$2.23M	Buy	65,789 +2,547	+4%	+$88.7K	0.02%	652
2017 Q4	$2.48M	Sell	63,242 -10,517	-14%	-$384K	0.02%	590
2017 Q3	$2.45M	Buy	73,759 +560	+0.8%	+$18.8K	0.03%	546
2017 Q2	$2.44M	Buy	73,199 +624	+0.9%	+$20.5K	0.03%	510
2017 Q1	$2.33M	Buy	72,575 +5,979	+9%	+$184K	0.03%	509
2016 Q4	$2.01M	Sell	66,596 -13,407	-17%	-$400K	0.03%	520
2016 Q3	$2.43M	Sell	80,003 -23,104	-22%	-$749K	0.04%	433
2016 Q2	$3.67M	Buy	103,107 +18,094	+21%	+$589K	0.06%	293
2016 Q1	$2.7M	Buy	85,013 +31,085	+58%	+$962K	0.05%	345
2015 Q4	$1.61M	Buy	53,928 +4,907	+10%	+$141K	0.03%	486
2015 Q3	$1.3M	Buy	49,021 +1,321	+3%	+$33.8K	0.03%	535
2015 Q2	$1.17M	Buy	47,700 +296	+0.6%	+$7.76K	0.02%	627
2015 Q1	$1.25M	Buy	47,404 +4,591	+11%	+$122K	0.02%	593
2014 Q4	$1.14M	Buy	42,813 +9,095	+27%	+$234K	0.03%	542
2014 Q3	$793K	Sell	33,718 -621	-2%	-$15.2K	0.02%	597
2014 Q2	$900K	Buy	34,339 +3,582	+12%	+$90.1K	0.02%	546
2014 Q1	$771K	Sell	30,757 -3,229	-10%	-$78K	0.02%	555
2013 Q4	$802K	Buy	33,986 +7,144	+27%	+$174K	0.02%	523
2013 Q3	$664K	Buy	26,842 +3,752	+16%	+$95.7K	0.02%	555
2013 Q2	$578K	Buy	+23,090	New	+$586K	0.02%	576