Wealthcare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,301
| Closed | -$48K | – | 208 |
|
|
2018
Q3 | $48K | Hold |
1,301
| – | – | 0.01% | 91 |
|
|
2018
Q2 | $46K | Hold |
1,301
| – | – | 0.01% | 89 |
|
|
2018
Q1 | $44K | Hold |
1,301
| – | – | 0.01% | 87 |
|
|
2017
Q4 | $51K | Buy |
+1,301
| New | +$51K | 0.01% | 85 |
|
|
2015
Q3 | – | Sell |
-451
| Closed | -$11K | – | 388 |
|
|
2015
Q2 | $11K | Sell |
451
-13,375
| -97% | -$326K | ﹤0.01% | 198 |
|
|
2015
Q1 | $364K | Buy |
+13,826
| New | +$364K | 0.04% | 70 |
|