Armbruster Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,582
| Closed | -$54K | – | 200 |
|
|
2018
Q1 | $54K | Hold |
1,582
| – | – | 0.03% | 126 |
|
|
2017
Q4 | $62K | Hold |
1,582
| – | – | 0.03% | 118 |
|
|
2017
Q3 | $53K | Hold |
1,582
| – | – | 0.03% | 127 |
|
|
2017
Q2 | $53K | Hold |
1,582
| – | – | 0.03% | 124 |
|
|
2017
Q1 | $51K | Hold |
1,582
| – | – | 0.03% | 127 |
|
|
2016
Q4 | $48K | Hold |
1,582
| – | – | 0.03% | 127 |
|
|
2016
Q3 | $48K | Hold |
1,582
| – | – | 0.03% | 124 |
|
|
2016
Q2 | $56K | Hold |
1,582
| – | – | 0.04% | 118 |
|
|
2016
Q1 | $50K | Hold |
1,582
| – | – | 0.03% | 128 |
|
|
2015
Q4 | $47K | Buy |
+1,582
| New | +$47K | 0.04% | 137 |
|