WFG Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $229K | Sell |
6,879
-410
| -6% | -$13.6K | 0.05% | 341 |
|
|
2017
Q1 | $234K | Sell |
7,289
-1,223
| -14% | -$39.3K | 0.06% | 303 |
|
|
2016
Q4 | $256K | Buy |
8,512
+3,511
| +70% | +$106K | 0.06% | 311 |
|
|
2016
Q3 | $152K | Sell |
5,001
-189
| -4% | -$5.74K | 0.04% | 431 |
|
|
2016
Q2 | $185K | Buy |
5,190
+11
| +0.2% | +$392 | 0.05% | 362 |
|
|
2016
Q1 | $165K | Buy |
5,179
+3,011
| +139% | +$95.9K | 0.05% | 348 |
|
|
2015
Q4 | $65K | Buy |
2,168
+259
| +14% | +$7.77K | 0.02% | 585 |
|
|
2015
Q3 | $51K | Sell |
1,909
-99
| -5% | -$2.65K | 0.02% | 635 |
|
|
2015
Q2 | $49K | Sell |
2,008
-715
| -26% | -$17.4K | 0.01% | 737 |
|
|
2015
Q1 | $72K | Sell |
2,723
-33,122
| -92% | -$876K | 0.02% | 632 |
|
|
2014
Q4 | $957K | Sell |
35,845
-17,015
| -32% | -$454K | 0.19% | 117 |
|
|
2014
Q3 | $1.24M | Buy |
52,860
+589
| +1% | +$13.9K | 0.24% | 94 |
|
|
2014
Q2 | $1.37M | Buy |
52,271
+576
| +1% | +$15.1K | 0.26% | 88 |
|
|
2014
Q1 | $1.3M | Buy |
51,695
+365
| +0.7% | +$9.15K | 0.26% | 82 |
|
|
2013
Q4 | $1.21M | Buy |
51,330
+567
| +1% | +$13.4K | 0.17% | 139 |
|
|
2013
Q3 | $1.26M | Sell |
50,763
-2,372
| -4% | -$58.6K | 0.19% | 132 |
|
|
2013
Q2 | $1.33M | Buy |
+53,135
| New | +$1.33M | 0.22% | 117 |
|