Penn Capital Management’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
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $2.39M | Sell |
|
|||||
|
2020
Q3 | $3.64M | Buy |
|
|||||
|
2020
Q2 | $3.62M | Sell |
|
|||||
|
2020
Q1 | $3.72M | Buy |
|
|||||
|
2019
Q4 | $3.62M | Sell |
|
|||||
|
2019
Q3 | $4.61M | Buy |
|
|||||
|
2019
Q2 | $3.35M | Buy |
|
|||||
|
2019
Q1 | $2.57M | Buy |
|
|||||
|
2018
Q4 | $2.57M | Buy |
|
|||||
|
2018
Q3 | $2.53M | Sell |
|
|||||
|
2018
Q2 | $2.51M | Sell |
|
|||||
|
2018
Q1 | $3M | Sell |
|
|||||
|
2017
Q4 | $3.48M | Buy |
|
|||||
|
2017
Q3 | $2.2M | Buy |
|