Roof 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
Q2 | $241K | Hold |
5,827
| – | – | 0.14% | 31 |
|
|
2019
Q1 | $212K | Buy |
+5,827
| New | +$212K | 0.14% | 32 |
|
|
2018
Q4 | – | Sell |
-12,922
| Closed | -$477K | – | 44 |
|
|
2018
Q3 | $477K | Hold |
12,922
| – | – | 0.26% | 32 |
|
|
2018
Q2 | $455K | Sell |
12,922
-13,691
| -51% | -$482K | 0.25% | 32 |
|
|
2018
Q1 | $906K | Buy |
+26,613
| New | +$906K | 0.46% | 29 |
|