Next Financial Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $60K | Sell |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $37K | Buy |
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|
2020
Q4 | $39K | Sell |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $131K | Buy |
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|
2019
Q4 | $14K | Sell |
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|
2019
Q3 | $21K | Sell |
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|
2019
Q2 | $45K | Buy |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $8K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $246K | Buy |
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|
2017
Q2 | $216K | Buy |
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|
2017
Q1 | $210K | Sell |
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|
2016
Q4 | $592K | Buy |
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|
2016
Q3 | $593K | Buy |
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|
2016
Q2 | $385K | Buy |
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|
2016
Q1 | $232K | Sell |
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|
2015
Q4 | $221K | Buy |
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|
2015
Q3 | $189K | Buy |
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|
2015
Q2 | $170K | Sell |
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|
2015
Q1 | $187K | Sell |
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|
2014
Q4 | $232K | Sell |
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|
2014
Q3 | $431K | Sell |
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|
2014
Q2 | $500K | Buy |
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