Boulegeris Investments’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-21,600
| Closed | -$760K | – | 50 |
|
|
2018
Q2 | $760K | Buy |
21,600
+701
| +3% | +$24.7K | 0.38% | 38 |
|
|
2018
Q1 | $712K | Buy |
20,899
+1,845
| +10% | +$62.9K | 0.39% | 39 |
|
|
2017
Q4 | $747K | Sell |
19,054
-150
| -0.8% | -$5.88K | 0.39% | 36 |
|
|
2017
Q3 | $637K | Buy |
19,204
+1,450
| +8% | +$48.1K | 0.35% | 39 |
|
|
2017
Q2 | $591K | Buy |
17,754
+3,450
| +24% | +$115K | 0.33% | 38 |
|
|
2017
Q1 | $460K | Buy |
14,304
+5,525
| +63% | +$178K | 0.28% | 39 |
|
|
2016
Q4 | $264K | Buy |
+8,779
| New | +$264K | 0.16% | 42 |
|