B. Riley Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,541
| Closed | -$86K | – | 761 |
|
|
2015
Q2 | $86K | Buy |
3,541
+121
| +4% | +$2.94K | 0.07% | 302 |
|
|
2015
Q1 | $90K | Buy |
3,420
+21
| +0.6% | +$553 | 0.07% | 303 |
|
|
2014
Q4 | $90K | Buy |
3,399
+121
| +4% | +$3.2K | 0.07% | 293 |
|
|
2014
Q3 | $77K | Sell |
3,278
-108
| -3% | -$2.54K | 0.06% | 334 |
|
|
2014
Q2 | $88K | Buy |
3,386
+120
| +4% | +$3.12K | 0.06% | 371 |
|
|
2014
Q1 | $82K | Buy |
+3,266
| New | +$82K | 0.06% | 348 |
|