Columbia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,180
| Closed | -$214K | – | 186 |
|
|
2015
Q4 | $214K | Buy |
+7,180
| New | +$214K | 0.09% | 159 |
|
|
2014
Q3 | – | Sell |
-7,942
| Closed | -$208K | – | 186 |
|
|
2014
Q2 | $208K | Sell |
7,942
-1,150
| -13% | -$30.1K | 0.08% | 173 |
|
|
2014
Q1 | $228K | Hold |
9,092
| – | – | 0.1% | 157 |
|
|
2013
Q4 | $214K | Buy |
+9,092
| New | +$214K | 0.09% | 158 |
|