1834 Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-696
| Closed | -$32K | – | 455 |
|
|
2022
Q2 | $32K | Hold |
696
| – | – | ﹤0.01% | 306 |
|
|
2022
Q1 | $36K | Hold |
696
| – | – | ﹤0.01% | 268 |
|
|
2021
Q4 | $37K | Hold |
696
| – | – | ﹤0.01% | 281 |
|
|
2021
Q3 | $32K | Hold |
696
| – | – | ﹤0.01% | 298 |
|
|
2021
Q2 | $32K | Hold |
696
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $31K | Hold |
696
| – | – | ﹤0.01% | 295 |
|
|
2020
Q4 | $33K | Hold |
696
| – | – | ﹤0.01% | 285 |
|
|
2020
Q3 | $28K | Hold |
696
| – | – | ﹤0.01% | 291 |
|
|
2020
Q2 | $29K | Hold |
696
| – | – | ﹤0.01% | 275 |
|
|
2020
Q1 | $28K | Hold |
696
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $33K | Hold |
696
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $31K | Buy |
+696
| New | +$31K | ﹤0.01% | 303 |
|