Aldebaran Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,055
| Closed | -$491K | – | 89 |
|
|
2020
Q1 | $491K | Sell |
12,055
-300
| -2% | -$12.2K | 0.48% | 62 |
|
|
2019
Q4 | $580K | Hold |
12,355
| – | – | 0.44% | 69 |
|
|
2019
Q3 | $555K | Hold |
12,355
| – | – | 0.37% | 72 |
|
|
2019
Q2 | $511K | Hold |
12,355
| – | – | 0.35% | 73 |
|
|
2019
Q1 | $450K | Hold |
12,355
| – | – | 0.32% | 80 |
|
|
2018
Q4 | $422K | Hold |
12,355
| – | – | 0.32% | 76 |
|
|
2018
Q3 | $456K | Sell |
12,355
-2,500
| -17% | -$92.3K | 0.3% | 74 |
|
|
2018
Q2 | $523K | Hold |
14,855
| – | – | 0.36% | 73 |
|
|
2018
Q1 | $506K | Hold |
14,855
| – | – | 0.34% | 73 |
|
|
2017
Q4 | $583K | Hold |
14,855
| – | – | 0.39% | 66 |
|
|
2017
Q3 | $493K | Hold |
14,855
| – | – | 0.34% | 71 |
|
|
2017
Q2 | $495K | Hold |
14,855
| – | – | 0.36% | 67 |
|
|
2017
Q1 | $478K | Buy |
+14,855
| New | +$478K | 0.36% | 68 |
|