Rehmann Capital Advisory Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $51.5K | Sell |
1,149
-610
| -35% | -$27.3K | 0.01% | 607 |
|
|
2019
Q2 | $72.8K | Buy |
1,759
+4
| +0.2% | +$165 | 0.01% | 707 |
|
|
2019
Q1 | $64K | Sell |
1,755
-733
| -29% | -$26.7K | 0.01% | 732 |
|
|
2018
Q4 | $85.1K | Sell |
2,488
-24
| -1% | -$821 | 0.01% | 443 |
|
|
2018
Q3 | $92.7K | Sell |
2,512
-35
| -1% | -$1.29K | 0.01% | 601 |
|
|
2018
Q2 | $89.6K | Sell |
2,547
-6
| -0.2% | -$211 | 0.01% | 586 |
|
|
2018
Q1 | $87K | Buy |
+2,553
| New | +$87K | 0.01% | 580 |
|