Stanford Investment Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-375
| Closed | -$11K | – | 313 |
|
|
2016
Q4 | $11K | Hold |
375
| – | – | 0.01% | 301 |
|
|
2016
Q3 | $11K | Hold |
375
| – | – | 0.01% | 314 |
|
|
2016
Q2 | $13K | Hold |
375
| – | – | 0.01% | 285 |
|
|
2016
Q1 | $12K | Hold |
375
| – | – | 0.01% | 284 |
|
|
2015
Q4 | $11K | Hold |
375
| – | – | 0.01% | 261 |
|
|
2015
Q3 | $10K | Hold |
375
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $9K | Hold |
375
| – | – | 0.01% | 294 |
|
|
2015
Q1 | $10K | Hold |
375
| – | – | 0.01% | 289 |
|
|
2014
Q4 | $10K | Buy |
+375
| New | +$10K | 0.01% | 288 |
|