FCG Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $300K | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $343K | Sell |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $319K | Sell |
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|
2019
Q1 | $305K | Buy |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $346K | Buy |
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|
2018
Q2 | $311K | Hold |
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|
2018
Q1 | $301K | Hold |
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|
2017
Q4 | $347K | Buy |
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|
2017
Q3 | $260K | Hold |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $252K | Hold |
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|
2016
Q4 | $236K | Hold |
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|
2016
Q3 | $239K | Buy |
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