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Acorn Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Acorn Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,148
Closed -$112K – 452
2018
Q2 		$112K Buy
3,148
+500
+19% +$17.8K 0.1% 166
2018
Q1 		$93K Buy
2,648
+281
+12% +$9.87K 0.08% 184
2017
Q4 		$90K Buy
+2,367
New +$90K 0.08% 184