Sargent Bickham Lagudis’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 Q4	$2M	Sell	41,996 -345	-0.8%	-$15.6K	0.16%	106
2022 Q3	$1.75M	Sell	42,341 -3,949	-9%	-$191K	0.16%	105
2022 Q2	$2.12M	Sell	46,290 -3,004	-6%	-$140K	0.18%	110
2022 Q1	$2.52M	Sell	49,294 -30,506	-38%	-$1.47M	0.2%	97
2021 Q4	$4.28M	Sell	79,800 -472	-0.6%	-$22.9K	0.32%	69
2021 Q3	$3.7M	Sell	80,272 -2,812	-3%	-$136K	0.3%	72
2021 Q2	$3.8M	Sell	83,084 -7,904	-9%	-$371K	0.31%	68
2021 Q1	$4.07M	Buy	90,988 +3,198	+4%	+$144K	0.36%	63
2020 Q4	$4.15M	Sell	87,790 -3,170	-3%	-$141K	0.38%	61
2020 Q3	$3.66M	Buy	90,960 +425	+0.5%	+$18.3K	0.37%	59
2020 Q2	$3.82M	Buy	90,535 +1,354	+2%	+$57.2K	0.41%	55
2020 Q1	$3.63M	Buy	89,181 +2,281	+3%	+$108K	0.47%	52
2019 Q4	$4.08M	Sell	86,900 -1,545	-2%	-$69.6K	0.45%	51
2019 Q3	$3.96M	Sell	88,445 -4,415	-5%	-$190K	0.48%	49
2019 Q2	$3.84M	Sell	92,860 -1,436	-2%	-$55.9K	0.46%	52
2019 Q1	$3.44M	Buy	94,296 +276	+0.3%	+$9.73K	0.4%	59
2018 Q4	$3.21M	Buy	94,020 +2,497	+3%	+$86.6K	0.42%	59
2018 Q3	$3.38M	Sell	91,523 -1,350	-1%	-$49.9K	0.4%	61
2018 Q2	$3.27M	Buy	92,873 +627	+0.7%	+$21.5K	0.4%	60
2018 Q1	$3.14M	Sell	92,246 -5,143	-5%	-$179K	0.39%	59
2017 Q4	$3.82M	Sell	97,389 -885	-0.9%	-$32.3K	0.46%	60
2017 Q3	$3.26M	Buy	98,274 +2,775	+3%	+$93K	0.41%	66
2017 Q2	$3.18M	Sell	95,499 -3,186	-3%	-$104K	0.41%	64
2017 Q1	$3.17M	Sell	98,685 -2,420	-2%	-$74.3K	0.41%	68
2016 Q4	$3.04M	Buy	101,105 +100,025	+9,262%	+$2.98M	0.47%	58
2016 Q3	$3.46K	Sell	1,080 -123,669	-99%	-$4.01M	0.52%	58
2016 Q2	$4.45M	Buy	124,749 +315	+0.3%	+$10.3K	0.69%	38
2016 Q1	$3.96M	Buy	+124,434	New	+$3.85M	0.64%	43