Piedmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,164
| Closed | -$658K | – | 703 |
|
|
2020
Q1 | $658K | Hold |
16,164
| – | – | 0.03% | 381 |
|
|
2019
Q4 | $759K | Sell |
16,164
-3,120
| -16% | -$147K | 0.03% | 404 |
|
|
2019
Q3 | $865K | Sell |
19,284
-1,545
| -7% | -$69.3K | 0.03% | 355 |
|
|
2019
Q2 | $862K | Buy |
+20,829
| New | +$862K | 0.03% | 367 |
|
|
2018
Q3 | – | Sell |
-69
| Closed | -$2K | – | 2301 |
|
|
2018
Q2 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 2649 |
|
|
2013
Q3 | – | Sell |
-148
| Closed | -$3.69K | – | 367 |
|
|
2013
Q2 | $3.69K | Buy |
+148
| New | +$3.69K | ﹤0.01% | 259 |
|