Willingdon Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$65K Hold
2019
Q4
$74K Hold
2019
Q3
$71K Hold
2019
Q2
$66K Hold
2019
Q1
$58K Hold
2018
Q4
$54K Hold
2018
Q3
$58K Buy
2018
Q2
$11K Hold
2018
Q1
$10K Hold
2017
Q4
$12K Hold
2017
Q3
$10K Buy