Pratt Collard Advisory Partners’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
Q2 | $445K | Sell |
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|
2021
Q1 | $439K | Hold |
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|
2020
Q4 | $464K | Sell |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $414K | Sell |
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|
2020
Q1 | $423K | Sell |
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|
2019
Q4 | $504K | Sell |
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|
2019
Q3 | $506K | Hold |
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|
2019
Q2 | $467K | Sell |
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|
2019
Q1 | $418K | Hold |
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|
2018
Q4 | $392K | Sell |
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|
2018
Q3 | $439K | Sell |
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|
2018
Q2 | $422K | Sell |
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|
2018
Q1 | $422K | Sell |
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|
2017
Q4 | $510K | Buy |
|