Advisor Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.56M | Sell |
33,312
-1,718
| -5% | -$80.7K | 0.01% | 943 |
|
|
2019
Q3 | $1.57M | Sell |
35,030
-2,349
| -6% | -$105K | 0.01% | 874 |
|
|
2019
Q2 | $1.55M | Buy |
37,379
+440
| +1% | +$18.2K | 0.01% | 882 |
|
|
2019
Q1 | $1.35M | Buy |
36,939
+5,437
| +17% | +$198K | 0.01% | 917 |
|
|
2018
Q4 | $1.08M | Buy |
31,502
+443
| +1% | +$15.2K | 0.01% | 909 |
|
|
2018
Q3 | $1.15M | Buy |
31,059
+3,775
| +14% | +$139K | 0.01% | 895 |
|
|
2018
Q2 | $961K | Buy |
27,284
+226
| +0.8% | +$7.96K | 0.01% | 881 |
|
|
2018
Q1 | $922K | Sell |
27,058
-1,088
| -4% | -$37.1K | 0.01% | 922 |
|
|
2017
Q4 | $1.11M | Buy |
28,146
+5,596
| +25% | +$220K | 0.01% | 832 |
|
|
2017
Q3 | $749K | Buy |
22,550
+1,046
| +5% | +$34.7K | 0.01% | 977 |
|
|
2017
Q2 | $717K | Buy |
21,504
+799
| +4% | +$26.6K | 0.01% | 924 |
|
|
2017
Q1 | $665K | Buy |
20,705
+594
| +3% | +$19.1K | 0.01% | 908 |
|
|
2016
Q4 | $604K | Sell |
20,111
-194
| -1% | -$5.83K | 0.01% | 905 |
|
|
2016
Q3 | $618K | Buy |
20,305
+911
| +5% | +$27.7K | 0.01% | 860 |
|
|
2016
Q2 | $689K | Buy |
+19,394
| New | +$689K | 0.02% | 757 |
|