Tuttle Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,464
| Closed | -$260K | – | 261 |
|
|
2020
Q3 | $260K | Buy |
+6,464
| New | +$260K | 0.18% | 103 |
|
|
2016
Q4 | – | Sell |
-5,772
| Closed | -$176K | – | 90 |
|
|
2016
Q3 | $176K | Buy |
5,772
+36
| +0.6% | +$1.1K | 0.13% | 46 |
|
|
2016
Q2 | $197K | Buy |
5,736
+31
| +0.5% | +$1.07K | 0.18% | 34 |
|
|
2016
Q1 | $187K | Buy |
5,705
+33
| +0.6% | +$1.08K | 0.34% | 27 |
|
|
2015
Q4 | $169K | Buy |
5,672
+34
| +0.6% | +$1.01K | 0.12% | 23 |
|
|
2015
Q3 | $149K | Buy |
+5,638
| New | +$149K | 0.11% | 20 |
|