Lehman & Derafelo Financial Resources’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
Q4 | $371K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $398K | Hold |
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|
2021
Q4 | $417K | Hold |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $350K | Hold |
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|
2020
Q2 | $367K | Hold |
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|
2020
Q1 | $354K | Hold |
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|
2019
Q4 | $408K | Hold |
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|
2019
Q3 | $390K | Buy |
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|
2019
Q2 | $359K | Buy |
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|
2019
Q1 | $278K | Hold |
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|
2018
Q4 | $261K | Buy |
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