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 |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.52M | Sell |
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|
2021
Q4 | $4.28M | Sell |
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|
2021
Q3 | $3.7M | Sell |
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|
2021
Q2 | $3.8M | Sell |
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|
2021
Q1 | $4.07M | Buy |
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|
2020
Q4 | $4.15M | Sell |
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|
2020
Q3 | $3.66M | Buy |
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|
2020
Q2 | $3.82M | Buy |
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|
2020
Q1 | $3.63M | Buy |
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|
2019
Q4 | $4.08M | Sell |
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|
2019
Q3 | $3.96M | Sell |
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|
2019
Q2 | $3.84M | Sell |
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|
2019
Q1 | $3.44M | Buy |
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|
2018
Q4 | $3.21M | Buy |
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|
2018
Q3 | $3.38M | Sell |
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|
2018
Q2 | $3.27M | Buy |
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|
2018
Q1 | $3.14M | Sell |
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|
2017
Q4 | $3.82M | Sell |
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|
2017
Q3 | $3.26M | Buy |
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|
2017
Q2 | $3.18M | Sell |
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|
2017
Q1 | $3.17M | Sell |
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|
2016
Q4 | $3.04M | Buy |
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|
2016
Q3 | $3.46K | Sell |
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|
2016
Q2 | $4.45M | Buy |
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|
2016
Q1 | $3.96M | Buy |
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