Winslow Evans & Crocker’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
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $8K | Buy |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $18K | Hold |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $18K | Sell |
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|
2018
Q2 | $26K | Sell |
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|
2018
Q1 | $44.1K | Sell |
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|
2017
Q4 | $77.4K | Sell |
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|
2017
Q3 | $69.5K | Sell |
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|
2017
Q2 | $124K | Sell |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $786K | Sell |
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|
2016
Q3 | $912K | Sell |
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|
2016
Q2 | $1.37M | Sell |
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|
2016
Q1 | $1.51M | Buy |
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|
2015
Q4 | $1.08M | Buy |
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|
2015
Q3 | $954K | Sell |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $1.21M | Buy |
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|
2014
Q4 | $1.22M | Sell |
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|
2014
Q3 | $1.07M | Buy |
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|
2014
Q2 | $1.13M | Buy |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $958K | Buy |
|