Regal Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-375
| Closed | -$9K | – | 885 |
|
|
2015
Q3 | $9K | Hold |
375
| – | – | ﹤0.01% | 723 |
|
|
2015
Q2 | $9K | Hold |
375
| – | – | ﹤0.01% | 678 |
|
|
2015
Q1 | $10K | Buy |
+375
| New | +$10K | ﹤0.01% | 697 |
|
|
2014
Q4 | – | Sell |
-706
| Closed | -$17K | – | 1010 |
|
|
2014
Q3 | $17K | Buy |
706
+300
| +74% | +$7.22K | 0.01% | 592 |
|
|
2014
Q2 | $11K | Hold |
406
| – | – | ﹤0.01% | 659 |
|
|
2014
Q1 | $10K | Hold |
406
| – | – | ﹤0.01% | 647 |
|
|
2013
Q4 | $10K | Hold |
406
| – | – | 0.01% | 597 |
|
|
2013
Q3 | $10K | Hold |
406
| – | – | 0.01% | 607 |
|
|
2013
Q2 | $10K | Buy |
+406
| New | +$10K | 0.01% | 595 |
|