Bruderman Asset 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
Q4 | – | Sell |
-1,522
| Closed | -$56K | – | 692 |
|
|
2018
Q3 | $56K | Hold |
1,522
| – | – | 0.01% | 181 |
|
|
2018
Q2 | $54K | Hold |
1,522
| – | – | 0.01% | 193 |
|
|
2018
Q1 | $52K | Buy |
+1,522
| New | +$52K | 0.01% | 194 |
|
|
2017
Q3 | – | Sell |
-1,522
| Closed | -$51K | – | 323 |
|
|
2017
Q2 | $51K | Buy |
+1,522
| New | +$51K | 0.01% | 198 |
|
|
2017
Q1 | – | Sell |
-1,522
| Closed | -$46K | – | 323 |
|
|
2016
Q4 | $46K | Hold |
1,522
| – | – | 0.01% | 209 |
|
|
2016
Q3 | $46K | Hold |
1,522
| – | – | 0.01% | 208 |
|
|
2016
Q2 | $54K | Hold |
1,522
| – | – | 0.02% | 196 |
|
|
2016
Q1 | $48K | Buy |
+1,522
| New | +$48K | 0.02% | 199 |
|