AWA
Aaron Wealth Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,388
| Closed | -$366K | – | 268 |
|
|
2023
Q1 | $366K | Buy |
8,388
+14
| +0.2% | +$611 | 0.05% | 181 |
|
|
2022
Q4 | $400K | Sell |
8,374
-1,999
| -19% | -$95.4K | 0.06% | 169 |
|
|
2022
Q3 | $429K | Buy |
10,373
+150
| +1% | +$6.2K | 0.08% | 126 |
|
|
2022
Q2 | $468K | Sell |
10,223
-562,484
| -98% | -$25.8M | 0.12% | 108 |
|
|
2022
Q1 | $11.2M | Buy |
572,707
+561,474
| +4,998% | +$11M | 0.16% | 67 |
|
|
2021
Q4 | $603K | Buy |
11,233
+405
| +4% | +$21.7K | 0.17% | 85 |
|
|
2021
Q3 | $498K | Buy |
10,828
+167
| +2% | +$7.68K | 0.14% | 89 |
|
|
2021
Q2 | $487K | Sell |
10,661
-115
| -1% | -$5.25K | 0.16% | 91 |
|
|
2021
Q1 | $482K | Buy |
10,776
+24
| +0.2% | +$1.07K | 0.18% | 88 |
|
|
2020
Q4 | $508K | Buy |
+10,752
| New | +$508K | 0.19% | 77 |
|