Archford Capital Strategies’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-456
| Closed | -$14K | – | 614 |
|
|
2015
Q4 | $14K | Buy |
456
+3
| +0.7% | +$92 | 0.01% | 412 |
|
|
2015
Q3 | $12K | Buy |
453
+3
| +0.7% | +$79 | 0.01% | 322 |
|
|
2015
Q2 | $11K | Buy |
450
+3
| +0.7% | +$73 | 0.01% | 318 |
|
|
2015
Q1 | $11.8K | Buy |
447
+3
| +0.7% | +$79 | 0.01% | 323 |
|
|
2014
Q4 | $12K | Buy |
444
+2
| +0.5% | +$54 | 0.01% | 332 |
|
|
2014
Q3 | $10K | Buy |
442
+4
| +0.9% | +$90 | 0.01% | 351 |
|
|
2014
Q2 | $11.5K | Buy |
438
+2
| +0.5% | +$53 | 0.01% | 377 |
|
|
2014
Q1 | $10.9K | Buy |
+436
| New | +$10.9K | 0.01% | 400 |
|