Symons Capital 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 |
-108,624
| Closed | -$5.1M | – | 99 |
|
|
2019
Q4 | $5.1M | Sell |
108,624
-17,208
| -14% | -$808K | 2.64% | 16 |
|
|
2019
Q3 | $5.64M | Sell |
125,832
-14,354
| -10% | -$643K | 2.6% | 18 |
|
|
2019
Q2 | $5.8M | Sell |
140,186
-2,009
| -1% | -$83.1K | 2.41% | 19 |
|
|
2019
Q1 | $5.18M | Sell |
142,195
-6,199
| -4% | -$226K | 2.23% | 26 |
|
|
2018
Q4 | $5.07M | Buy |
+148,394
| New | +$5.07M | 2.11% | 24 |
|