Agran Libbie’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.07M | Sell |
33,250
-600
| -2% | -$19.3K | 0.25% | 77 |
|
|
2016
Q4 | $1.02M | Hold |
33,850
| – | – | 0.25% | 78 |
|
|
2016
Q3 | $1.03M | Sell |
33,850
-200
| -0.6% | -$6.1K | 0.3% | 66 |
|
|
2016
Q2 | $1.21M | Sell |
34,050
-1,000
| -3% | -$35.7K | 0.3% | 73 |
|
|
2016
Q1 | $1.12M | Sell |
35,050
-55,668
| -61% | -$1.77M | 0.29% | 72 |
|
|
2015
Q4 | $2.7M | Sell |
90,718
-2
| -0% | -$60 | 0.71% | 47 |
|
|
2015
Q3 | $2.4M | Sell |
90,720
-2,913
| -3% | -$77.1K | 0.67% | 47 |
|
|
2015
Q2 | $2.29M | Sell |
93,633
-2,541
| -3% | -$62.2K | 0.6% | 53 |
|
|
2015
Q1 | $2.53M | Sell |
96,174
-2,150
| -2% | -$56.6K | 0.6% | 50 |
|
|
2014
Q4 | $2.63M | Sell |
98,324
-1,907
| -2% | -$50.9K | 0.62% | 50 |
|
|
2014
Q3 | $2.36M | Sell |
100,231
-791
| -0.8% | -$18.6K | 0.58% | 52 |
|
|
2014
Q2 | $2.65M | Sell |
101,022
-225
| -0.2% | -$5.9K | 0.68% | 49 |
|
|
2014
Q1 | $2.54M | Sell |
101,247
-600
| -0.6% | -$15K | 0.68% | 49 |
|
|
2013
Q4 | $2.4M | Sell |
101,847
-2,646
| -3% | -$62.4K | 0.63% | 51 |
|
|
2013
Q3 | $2.58M | Sell |
104,493
-25
| -0% | -$618 | 0.75% | 49 |
|
|
2013
Q2 | $2.62M | Buy |
+104,518
| New | +$2.62M | 0.76% | 48 |
|