Lehman & Derafelo Financial Resources’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $371K | Hold |
7,774
| – | – | 0.11% | 73 |
|
|
2022
Q3 | $322K | Hold |
7,774
| – | – | 0.1% | 70 |
|
|
2022
Q2 | $356K | Hold |
7,774
| – | – | 0.11% | 72 |
|
|
2022
Q1 | $398K | Hold |
7,774
| – | – | 0.11% | 73 |
|
|
2021
Q4 | $417K | Hold |
7,774
| – | – | 0.13% | 63 |
|
|
2021
Q3 | $358K | Sell |
7,774
-925
| -11% | -$42.6K | 0.12% | 70 |
|
|
2021
Q2 | $398K | Hold |
8,699
| – | – | 0.11% | 78 |
|
|
2021
Q1 | $389K | Hold |
8,699
| – | – | 0.11% | 78 |
|
|
2020
Q4 | $411K | Hold |
8,699
| – | – | 0.12% | 71 |
|
|
2020
Q3 | $350K | Hold |
8,699
| – | – | 0.11% | 69 |
|
|
2020
Q2 | $367K | Hold |
8,699
| – | – | 0.13% | 64 |
|
|
2020
Q1 | $354K | Hold |
8,699
| – | – | 0.15% | 62 |
|
|
2019
Q4 | $408K | Hold |
8,699
| – | – | 0.15% | 68 |
|
|
2019
Q3 | $390K | Buy |
8,699
+79
| +0.9% | +$3.54K | 0.15% | 63 |
|
|
2019
Q2 | $359K | Buy |
8,620
+1,000
| +13% | +$41.6K | 0.15% | 66 |
|
|
2019
Q1 | $278K | Hold |
7,620
| – | – | 0.12% | 75 |
|
|
2018
Q4 | $261K | Buy |
+7,620
| New | +$261K | 0.13% | 70 |
|