Caldwell & Orkin’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$408K Sell
12,300
-12,100
-50% -$401K 0.42% 50
2017
Q2
$813K Sell
24,400
-18,200
-43% -$606K 1.01% 30
2017
Q1
$1.37M Buy
+42,600
New +$1.37M 0.76% 44