SEI Trust Company’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $71K | Buy |
+3,031
| New | +$71K | ﹤0.01% | 1540 |
|
|
2014
Q1 | – | Sell |
-10,251
| Closed | -$242K | – | 1691 |
|
|
2013
Q4 | $242K | Buy |
+10,251
| New | +$242K | ﹤0.01% | 1318 |
|
|
2013
Q3 | – | Sell |
-30,750
| Closed | -$770K | – | 1606 |
|
|
2013
Q2 | $770K | Buy |
+30,750
| New | +$770K | 0.01% | 810 |
|