Integrated Investment Consultants’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-323
| Closed | -$11K | – | 712 |
|
|
2018
Q1 | $11K | Buy |
+323
| New | +$11K | ﹤0.01% | 617 |
|
|
2017
Q3 | $11K | Hold |
323
| – | – | ﹤0.01% | 505 |
|
|
2017
Q2 | $11K | Hold |
323
| – | – | 0.01% | 501 |
|
|
2017
Q1 | $10K | Hold |
323
| – | – | ﹤0.01% | 511 |
|
|
2016
Q4 | $10K | Hold |
323
| – | – | ﹤0.01% | 502 |
|
|
2016
Q3 | $10K | Hold |
323
| – | – | 0.01% | 510 |
|
|
2016
Q2 | $12K | Hold |
323
| – | – | 0.01% | 512 |
|
|
2016
Q1 | $10K | Buy |
+323
| New | +$10K | 0.01% | 506 |
|