Wealthfront’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,268
| Closed | -$34K | – | 1085 |
|
|
2015
Q3 | $34K | Buy |
1,268
+856
| +208% | +$23K | ﹤0.01% | 596 |
|
|
2015
Q2 | $10K | Buy |
412
+152
| +58% | +$3.69K | ﹤0.01% | 846 |
|
|
2015
Q1 | $7K | Buy |
260
+256
| +6,400% | +$6.89K | ﹤0.01% | 718 |
|
|
2014
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1019 |
|