Cornerstone 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
2018
Q4
Sell
-45,400
Closed -$1.32M 1145
2018
Q3
$1.32M Sell
45,400
-28,293
-38% -$825K 0.02% 635
2018
Q2
$2.08M Buy
+73,693
New +$2.08M 0.02% 524