First Allied Advisory Services’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 | $851K | Buy |
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|
2020
Q2 | $884K | Buy |
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|
2020
Q1 | $784K | Buy |
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|
2019
Q4 | $777K | Buy |
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|
2019
Q3 | $736K | Buy |
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|
2019
Q2 | $622K | Buy |
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|
2019
Q1 | $507K | Buy |
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|
2018
Q4 | $393K | Sell |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $394K | Sell |
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|
2018
Q1 | $510K | Sell |
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|
2017
Q4 | $604K | Buy |
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|
2017
Q3 | $468K | Buy |
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|
2017
Q2 | $466K | Buy |
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|
2017
Q1 | $410K | Buy |
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|
2016
Q4 | $302K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $456K | Buy |
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|
2015
Q4 | $424K | Sell |
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|
2015
Q3 | $390K | Buy |
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|
2015
Q2 | $356K | Buy |
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|
2015
Q1 | $376K | Sell |
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|
2014
Q4 | $401K | Sell |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $445K | Buy |
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|
2014
Q1 | $416K | Sell |
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|
2013
Q4 | $396K | Sell |
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|
2013
Q3 | $484K | Buy |
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|
2013
Q2 | $445K | Buy |
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