CT Financial Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $59.8K | Hold |
1,860
| – | – | 0.04% | 254 |
|
|
2016
Q4 | $55.9K | Hold |
1,860
| – | – | 0.04% | 256 |
|
|
2016
Q3 | $56.7K | Hold |
1,860
| – | – | 0.03% | 251 |
|
|
2016
Q2 | $66.3K | Hold |
1,860
| – | – | 0.04% | 235 |
|
|
2016
Q1 | $59.2K | Hold |
1,860
| – | – | 0.03% | 271 |
|
|
2015
Q4 | $55.4K | Buy |
+1,860
| New | +$55.4K | 0.03% | 283 |
|