LBA Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-377
Closed -$11K 449
2015
Q4
$11K Hold
377
0.01% 289
2015
Q3
$10K Buy
+377
New +$10K 0.01% 259