Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.31M | Buy |
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|
2021
Q4 | $3.47M | Buy |
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|
2021
Q3 | $2.96M | Hold |
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|
2021
Q2 | $2.94M | Hold |
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|
2021
Q1 | $2.87M | Hold |
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|
2020
Q4 | $3.04M | Hold |
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|
2020
Q3 | $2.58M | Hold |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $6.28M | Hold |
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|
2019
Q4 | $7.24M | Hold |
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|
2019
Q3 | $6.91M | Hold |
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|
2019
Q2 | $6.38M | Sell |
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|
2019
Q1 | $11.2M | Buy |
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|
2018
Q4 | $5.27M | Hold |
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|
2018
Q3 | $5.69M | Hold |
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|
2018
Q2 | $5.42M | Buy |
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|
2018
Q1 | $5.05M | Sell |
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|
2017
Q4 | $7.64M | Hold |
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|
2017
Q3 | $6.46M | Buy |
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|
2017
Q2 | $6.31M | Hold |
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|
2017
Q1 | $6.09M | Hold |
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|
2016
Q4 | $5.69M | Buy |
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