Vantage Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $37K | Hold |
1,000
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $35K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2018
Q1 | $34K | Hold |
1,000
| – | – | 0.01% | 339 |
|
|
2017
Q4 | $39K | Hold |
1,000
| – | – | 0.01% | 338 |
|
|
2017
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 346 |
|
|
2017
Q2 | $33K | Hold |
1,000
| – | – | 0.01% | 336 |
|
|
2017
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $30K | Hold |
1,000
| – | – | 0.01% | 339 |
|
|
2016
Q3 | $30K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2016
Q2 | $36K | Buy |
+1,000
| New | +$36K | 0.02% | 309 |
|