Concert Wealth Management’s Essential Utilities WTRG Stock Holding History

Concert Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$516K	Sell
2016 Q4	$519K	Sell
2016 Q3	$558K	Buy
2016 Q2	$628K	Buy
2016 Q1	$521K	Buy
2015 Q4	$488K	Buy
2015 Q3	$392K	Buy