WealthTrust Fairport’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-156
| Closed | -$4K | – | 387 |
|
|
2014
Q4 | $4K | Hold |
156
| – | – | ﹤0.01% | 402 |
|
|
2014
Q3 | $4K | Hold |
156
| – | – | ﹤0.01% | 305 |
|
|
2014
Q2 | $4K | Hold |
156
| – | – | ﹤0.01% | 277 |
|
|
2014
Q1 | $4K | Hold |
156
| – | – | ﹤0.01% | 243 |
|
|
2013
Q4 | $4K | Hold |
156
| – | – | ﹤0.01% | 265 |
|
|
2013
Q3 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 362 |
|