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Camarda Financial Advisors’s Essential Utilities WTRG Stock Holding History

Camarda Financial Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-125
Closed -$5K – 245
2018
Q3 		$5K Buy
+125
New +$4.62K 0.01% 199

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Camarda Financial Advisors's WTRG Position: Q4 2018 in Review

Camarda Financial Advisors sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 125 shares — an estimated $5K sold.

Camarda Financial Advisors first reported a position in WTRG in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

  • Camarda Financial Advisors reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 125 Essential Utilities shares in Q4 2018, an estimated $5K.
  • Camarda Financial Advisors first reported a position in Essential Utilities in Q3 2018 and held it in 1 quarter.
  • Camarda Financial Advisors's Essential Utilities position peaked at $5K in Q3 2018.
  • 520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.