Waddell & Reed Financial’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-150,992
Closed -$5.16M 528
2018
Q4
$5.16M Sell
150,992
-182,145
-55% -$6.23M 0.01% 446
2018
Q3
$12.3M Buy
333,137
+58,782
+21% +$2.17M 0.03% 383
2018
Q2
$9.65M Buy
274,355
+57,255
+26% +$2.01M 0.02% 424
2018
Q1
$7.39M Buy
+217,100
New +$7.39M 0.02% 446