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 |
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|
2019
Q3 | $4.13M | Buy |
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|
2019
Q2 | $3.58M | Sell |
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|
2019
Q1 | $3.42M | Buy |
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|
2018
Q4 | $2.65M | Buy |
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|
2018
Q3 | $2.38M | Sell |
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|
2018
Q2 | $2.23M | Hold |
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|
2018
Q1 | $2.23M | Buy |
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|
2017
Q4 | $2.48M | Sell |
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|
2017
Q3 | $2.45M | Buy |
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|
2017
Q2 | $2.44M | Buy |
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|
2017
Q1 | $2.33M | Buy |
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|
2016
Q4 | $2.01M | Sell |
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|
2016
Q3 | $2.43M | Sell |
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|
2016
Q2 | $3.67M | Buy |
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|
2016
Q1 | $2.7M | Buy |
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|
2015
Q4 | $1.61M | Buy |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $1.25M | Buy |
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|
2014
Q4 | $1.14M | Buy |
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|
2014
Q3 | $793K | Sell |
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|
2014
Q2 | $900K | Buy |
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|
2014
Q1 | $771K | Sell |
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|
2013
Q4 | $802K | Buy |
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|
2013
Q3 | $664K | Buy |
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|
2013
Q2 | $578K | Buy |
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