Telemus Capital’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,600
| Closed | -$201K | – | 405 |
|
|
2020
Q1 | $201K | Buy |
4,600
+100
| +2% | +$4.37K | 0.02% | 354 |
|
|
2019
Q4 | $211K | Hold |
4,500
| – | – | 0.02% | 361 |
|
|
2019
Q3 | $202K | Buy |
+4,500
| New | +$202K | 0.02% | 368 |
|
|
2018
Q1 | – | Sell |
-5,200
| Closed | -$204K | – | 570 |
|
|
2017
Q4 | $204K | Buy |
+5,200
| New | +$204K | 0.02% | 404 |
|