First Capital Advisors Group’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$44.5K Buy
+1,115
New +$44.5K 0.02% 316
2018
Q2
Sell
-1,831
Closed -$62K 774
2018
Q1
$62K Buy
+1,831
New +$62K 0.04% 245
2017
Q1
Sell
-11,168
Closed -$335K 136
2016
Q4
$335K Buy
+11,168
New +$335K 0.31% 89