SCA
Secor Capital Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-94,861
| Closed | -$3.46M | – | 236 |
|
|
2019
Q1 | $3.46M | Buy |
+94,861
| New | +$3.46M | 0.71% | 25 |
|
|
2016
Q4 | – | Sell |
-29,017
| Closed | -$884K | – | 547 |
|
|
2016
Q3 | $884K | Buy |
+29,017
| New | +$884K | 0.1% | 234 |
|
|
2015
Q3 | – | Sell |
-63,967
| Closed | -$1.57M | – | 587 |
|
|
2015
Q2 | $1.57M | Buy |
63,967
+31,835
| +99% | +$780K | 0.56% | 37 |
|
|
2015
Q1 | $847K | Buy |
32,132
+21,928
| +215% | +$578K | 0.33% | 76 |
|
|
2014
Q4 | $272K | Buy |
+10,204
| New | +$272K | 0.11% | 293 |
|
|
2014
Q1 | – | Sell |
-102,581
| Closed | -$2.42M | – | 394 |
|
|
2013
Q4 | $2.42M | Buy |
+102,581
| New | +$2.42M | 0.97% | 8 |
|