Concert Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,137
| Closed | -$516K | – | 438 |
|
|
2017
Q1 | $516K | Sell |
17,137
-91
| -0.5% | -$2.74K | 0.12% | 244 |
|
|
2016
Q4 | $519K | Sell |
17,228
-1,042
| -6% | -$31.4K | 0.12% | 245 |
|
|
2016
Q3 | $558K | Buy |
18,270
+620
| +4% | +$18.9K | 0.07% | 352 |
|
|
2016
Q2 | $628K | Buy |
17,650
+1,247
| +8% | +$44.4K | 0.09% | 295 |
|
|
2016
Q1 | $521K | Buy |
16,403
+77
| +0.5% | +$2.45K | 0.07% | 342 |
|
|
2015
Q4 | $488K | Buy |
16,326
+1,368
| +9% | +$40.9K | 0.07% | 363 |
|
|
2015
Q3 | $392K | Buy |
+14,958
| New | +$392K | 0.05% | 403 |
|