DPA
Delphi Private Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,633
| Closed | -$64K | – | 124 |
|
|
2017
Q4 | $64K | Buy |
+1,633
| New | +$64K | 0.16% | 61 |
|
|
2017
Q1 | – | Sell |
-1
| Closed | – | – | 299 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 554 |
|
|
2016
Q2 | $0 | Sell |
1
-8
| -89% | – | ﹤0.01% | 554 |
|
|
2016
Q1 | $0 | Sell |
9
-2
| -18% | – | ﹤0.01% | 416 |
|
|
2015
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 427 |
|