Capstone Asset 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 | $613K | Hold |
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|
2017
Q1 | $592K | Sell |
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|
2016
Q4 | $575K | Sell |
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|
2016
Q3 | $590K | Buy |
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|
2016
Q2 | $672K | Buy |
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|
2016
Q1 | $567K | Buy |
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|
2015
Q4 | $512K | Sell |
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|
2015
Q3 | $465K | Buy |
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|
2015
Q2 | $407K | Sell |
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|
2015
Q1 | $444K | Buy |
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|
2014
Q4 | $418K | Sell |
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|
2014
Q3 | $378K | Buy |
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|
2014
Q2 | $401K | Sell |
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|
2014
Q1 | $492K | Sell |
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|
2013
Q4 | $490K | Sell |
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|
2013
Q3 | $850K | Buy |
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|
2013
Q2 | $830K | Buy |
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