Hirtle Callaghan & Co’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,685
| Closed | -$72K | – | 372 |
|
|
2014
Q4 | $72K | Hold |
2,685
| – | – | 0.02% | 261 |
|
|
2014
Q3 | $63K | Hold |
2,685
| – | – | 0.01% | 283 |
|
|
2014
Q2 | $70K | Sell |
2,685
-1
| -0% | -$26 | 0.01% | 324 |
|
|
2014
Q1 | $67K | Hold |
2,686
| – | – | 0.01% | 319 |
|
|
2013
Q4 | $63K | Hold |
2,686
| – | – | 0.01% | 308 |
|
|
2013
Q3 | $66K | Buy |
+2,686
| New | +$66K | 0.01% | 314 |
|