Pathstone Family Office’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $754K | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $895K | Sell |
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|
2021
Q3 | $840K | Buy |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $400K | Buy |
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|
2020
Q4 | $161K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q2 | $29K | Sell |
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|
2019
Q1 | $34K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $0 | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $15K | Buy |
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