Balasa Dinverno & Foltz’s PHILADELPHIA SUBURBAN CORP PSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,171
| Closed | -$243K | – | 306 |
|
2019
Q4 | $243K | Hold |
5,171
| – | – | 0.03% | 231 |
|
2019
Q3 | $232K | Hold |
5,171
| – | – | 0.03% | 224 |
|
2019
Q2 | $214K | Buy |
+5,171
| New | +$214K | 0.02% | 230 |
|
2018
Q1 | – | Sell |
-5,169
| Closed | -$203K | – | 217 |
|
2017
Q4 | $203K | Buy |
+5,169
| New | +$203K | 0.03% | 207 |
|