WFG Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $229K | Sell |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $256K | Buy |
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|
2016
Q3 | $152K | Sell |
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|
2016
Q2 | $185K | Buy |
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|
2016
Q1 | $165K | Buy |
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|
2015
Q4 | $65K | Buy |
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|
2015
Q3 | $51K | Sell |
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|
2015
Q2 | $49K | Sell |
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|
2015
Q1 | $72K | Sell |
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|
2014
Q4 | $957K | Sell |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $1.37M | Buy |
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|
2014
Q1 | $1.3M | Buy |
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|
2013
Q4 | $1.21M | Buy |
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|
2013
Q3 | $1.25M | Sell |
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|
2013
Q2 | $1.33M | Buy |
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