Advantage Investment Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $31K | Hold |
700
| – | – | 0.02% | 435 |
|
|
2019
Q2 | $29K | Hold |
700
| – | – | 0.02% | 455 |
|
|
2019
Q1 | $26K | Hold |
700
| – | – | 0.02% | 469 |
|
|
2018
Q4 | $24K | Hold |
700
| – | – | 0.02% | 483 |
|
|
2018
Q3 | $26K | Hold |
700
| – | – | 0.02% | 524 |
|
|
2018
Q2 | $25K | Hold |
700
| – | – | 0.02% | 501 |
|
|
2018
Q1 | $24K | Hold |
700
| – | – | 0.01% | 526 |
|
|
2017
Q4 | $27K | Hold |
700
| – | – | 0.01% | 523 |
|
|
2017
Q3 | $23K | Hold |
700
| – | – | 0.01% | 531 |
|
|
2017
Q2 | $23K | Hold |
700
| – | – | 0.01% | 538 |
|
|
2017
Q1 | $23K | Hold |
700
| – | – | 0.01% | 522 |
|
|
2016
Q4 | $21K | Buy |
700
+300
| +75% | +$9K | 0.01% | 498 |
|
|
2016
Q3 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 599 |
|