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Telemus Capital’s Essential Utilities WTRG Stock Holding History

Telemus Capital’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,600
Closed -$201K – 406
2020
Q1 		$201K Buy
4,600
+100
+2% +$4.72K 0.02% 354
2019
Q4 		$211K Hold
4,500
– – 0.02% 361
2019
Q3 		$202K Buy
+4,500
New +$193K 0.02% 368
2018
Q1 		– Sell
-5,200
Closed -$204K – 570
2017
Q4 		$204K Buy
+5,200
New +$190K 0.02% 404

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