Independent Portfolio Consultants’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $142K | Sell |
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|
2017
Q1 | $195K | Sell |
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|
2016
Q4 | $184K | Sell |
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|
2016
Q3 | $187K | Sell |
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|
2016
Q2 | $268K | Buy |
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|
2016
Q1 | $219K | Buy |
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|
2015
Q4 | $150K | Buy |
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|
2015
Q3 | $105K | Buy |
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|
2015
Q2 | $92K | Buy |
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|
2015
Q1 | $75K | Buy |
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|
2014
Q4 | $75K | Buy |
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|
2014
Q3 | $42K | Buy |
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