AGF Investments LLC’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-324
| Closed | -$13K | – | 597 |
|
|
2020
Q3 | $13K | Sell |
324
-27
| -8% | -$1.08K | ﹤0.01% | 466 |
|
|
2020
Q2 | $15K | Buy |
+351
| New | +$15K | ﹤0.01% | 488 |
|
|
2020
Q1 | – | Sell |
-19,247
| Closed | -$903K | – | 671 |
|
|
2019
Q4 | $903K | Buy |
+19,247
| New | +$903K | 0.17% | 176 |
|
|
2018
Q4 | – | Sell |
-715
| Closed | -$26K | – | 852 |
|
|
2018
Q3 | $26K | Buy |
+715
| New | +$26K | ﹤0.01% | 522 |
|
|
2018
Q2 | – | Sell |
-768
| Closed | -$27K | – | 881 |
|
|
2018
Q1 | $27K | Buy |
768
+252
| +49% | +$8.86K | ﹤0.01% | 426 |
|
|
2017
Q4 | $20K | Buy |
+516
| New | +$20K | ﹤0.01% | 485 |
|