R.H. Bluestein & Co’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $268K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $422K | Sell |
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|
2019
Q3 | $448K | Hold |
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|
2019
Q2 | $414K | Sell |
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|
2019
Q1 | $368K | Buy |
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|
2018
Q4 | $342K | Sell |
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|
2018
Q3 | $443K | Hold |
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|
2018
Q2 | $422K | Hold |
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|
2018
Q1 | $409K | Sell |
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|
2017
Q4 | $490K | Hold |
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|
2017
Q3 | $415K | Hold |
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|
2017
Q2 | $416K | Hold |
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|
2017
Q1 | $402K | Hold |
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|
2016
Q4 | $376K | Hold |
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|
2016
Q3 | $381K | Hold |
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|
2016
Q2 | $446K | Hold |
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|
2016
Q1 | $398K | Hold |
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|
2015
Q4 | $373K | Sell |
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|
2015
Q3 | $344K | Buy |
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|
2015
Q2 | $306K | Hold |
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|
2015
Q1 | $329K | Sell |
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|
2014
Q4 | $534K | Hold |
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|
2014
Q3 | $471K | Hold |
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|
2014
Q2 | $524K | Hold |
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|
2014
Q1 | $501K | Sell |
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|
2013
Q4 | $507K | Sell |
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|
2013
Q3 | $637K | Sell |
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|
2013
Q2 | $1.05M | Buy |
|