Alera Investment Advisors’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-28
Closed -$1K 1027
2019
Q1
$1K Sell
28
-554
-95% -$19.8K ﹤0.01% 1102
2018
Q4
$20K Buy
+582
New +$20K 0.01% 284