Kovack Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,501
| Closed | -$346K | – | 511 |
|
|
2020
Q1 | $346K | Sell |
8,501
-239
| -3% | -$9.73K | 0.08% | 260 |
|
|
2019
Q4 | $410K | Buy |
8,740
+1,124
| +15% | +$52.7K | 0.07% | 291 |
|
|
2019
Q3 | $341K | Buy |
7,616
+179
| +2% | +$8.02K | 0.07% | 302 |
|
|
2019
Q2 | $308K | Buy |
+7,437
| New | +$308K | 0.07% | 301 |
|