Rockefeller Financial Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $775K | Hold |
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|
2017
Q3 | $656K | Hold |
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|
2017
Q2 | $658K | Hold |
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|
2017
Q1 | $635K | Hold |
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|
2016
Q4 | $594K | Hold |
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|
2016
Q3 | $602K | Sell |
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|
2016
Q2 | $754K | Hold |
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|
2016
Q1 | $673K | Hold |
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|
2015
Q4 | $630K | Hold |
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|
2015
Q3 | $560K | Buy |
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|
2015
Q2 | $431K | Hold |
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|
2015
Q1 | $464K | Sell |
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|
2014
Q4 | $534K | Hold |
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|
2014
Q3 | $471K | Buy |
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|
2014
Q2 | $328K | Hold |
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|
2014
Q1 | $314K | Buy |
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|
2013
Q4 | $224K | Hold |
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|
2013
Q3 | $235K | Hold |
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|
2013
Q2 | $238K | Buy |
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