Proficio Capital Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,356
| Closed | -$56K | – | 1566 |
|
|
2019
Q2 | $56K | Hold |
1,356
| – | – | 0.02% | 333 |
|
|
2019
Q1 | $49K | Hold |
1,356
| – | – | 0.02% | 354 |
|
|
2018
Q4 | $46K | Hold |
1,356
| – | – | 0.02% | 313 |
|
|
2018
Q3 | $50K | Hold |
1,356
| – | – | 0.02% | 354 |
|
|
2018
Q2 | $48K | Hold |
1,356
| – | – | 0.02% | 368 |
|
|
2018
Q1 | $46K | Hold |
1,356
| – | – | 0.01% | 364 |
|
|
2017
Q4 | $53K | Hold |
1,356
| – | – | 0.02% | 333 |
|
|
2017
Q3 | $45K | Hold |
1,356
| – | – | 0.02% | 408 |
|
|
2017
Q2 | $46K | Hold |
1,356
| – | – | 0.02% | 398 |
|
|
2017
Q1 | $44K | Buy |
1,356
+946
| +231% | +$30.7K | 0.02% | 416 |
|
|
2016
Q4 | $12K | Buy |
410
+152
| +59% | +$4.45K | 0.01% | 571 |
|
|
2016
Q3 | $8K | Buy |
258
+197
| +323% | +$6.11K | ﹤0.01% | 635 |
|
|
2016
Q2 | $2K | Buy |
61
+46
| +307% | +$1.51K | ﹤0.01% | 847 |
|
|
2016
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1185 |
|