Biltmore Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $600K | Sell |
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|
2016
Q4 | $560K | Hold |
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|
2016
Q3 | $569K | Sell |
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|
2016
Q2 | $830K | Hold |
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|
2016
Q1 | $741K | Sell |
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|
2015
Q4 | $697K | Hold |
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|
2015
Q3 | $619K | Sell |
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|
2015
Q2 | $575K | Sell |
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|
2015
Q1 | $632K | Sell |
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|
2014
Q4 | $644K | Buy |
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