Moneta Group Investment Advisors’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,559
Closed -$55K 375
2018
Q2
$55K Sell
1,559
-53,293
-97% -$1.88M 0.01% 306
2018
Q1
$55K Buy
+54,852
New +$55K 0.01% 310