Tiedemann Advisors’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 |
-17,201
| Closed | -$807K | – | 324 |
|
|
2019
Q4 | $807K | Buy |
17,201
+191
| +1% | +$8.96K | 0.04% | 178 |
|
|
2019
Q3 | $762K | Sell |
17,010
-16,241
| -49% | -$728K | 0.04% | 195 |
|
|
2019
Q2 | $1.38M | Sell |
33,251
-10,253
| -24% | -$424K | 0.07% | 134 |
|
|
2019
Q1 | $1.59M | Hold |
43,504
| – | – | 0.07% | 158 |
|
|
2018
Q4 | $1.49M | Buy |
43,504
+12,000
| +38% | +$410K | 0.08% | 159 |
|
|
2018
Q3 | $1.16M | Buy |
+31,504
| New | +$1.16M | 0.07% | 157 |
|
|
2018
Q1 | – | Sell |
-26,824
| Closed | -$1.05M | – | 274 |
|
|
2017
Q4 | $1.05M | Buy |
26,824
+5,235
| +24% | +$205K | 0.08% | 116 |
|
|
2017
Q3 | $717K | Buy |
+21,589
| New | +$717K | 0.06% | 177 |
|