Raab & Moskowitz Asset Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,012
| Closed | -$47K | – | 515 |
|
|
2019
Q4 | $47K | Buy |
+1,012
| New | +$47K | 0.02% | 262 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$9K | – | 510 |
|
|
2018
Q3 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 424 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | -$7K | – | 377 |
|
|
2014
Q4 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 376 |
|