Klingenstein Fields & Co’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,500
| Closed | -$216K | – | 229 |
|
|
2017
Q4 | $216K | Buy |
+5,500
| New | +$216K | 0.01% | 212 |
|
|
2014
Q1 | – | Sell |
-20,541
| Closed | -$485K | – | 292 |
|
|
2013
Q4 | $485K | Sell |
20,541
-2,500
| -11% | -$59K | 0.02% | 209 |
|
|
2013
Q3 | $570K | Hold |
23,041
| – | – | 0.02% | 193 |
|
|
2013
Q2 | $577K | Buy |
+23,041
| New | +$577K | 0.02% | 198 |
|