ETrade Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,909
| Closed | -$888K | – | 875 |
|
|
2019
Q4 | $888K | Buy |
18,909
+822
| +5% | +$38.6K | 0.02% | 387 |
|
|
2019
Q3 | $811K | Buy |
18,087
+2,429
| +16% | +$109K | 0.02% | 408 |
|
|
2019
Q2 | $648K | Buy |
15,658
+2,822
| +22% | +$117K | 0.02% | 473 |
|
|
2019
Q1 | $468K | Buy |
12,836
+2,141
| +20% | +$78.1K | 0.01% | 555 |
|
|
2018
Q4 | $366K | Buy |
10,695
+2,272
| +27% | +$77.8K | 0.01% | 568 |
|
|
2018
Q3 | $311K | Buy |
+8,423
| New | +$311K | 0.01% | 676 |
|