ADE LLC’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-906
Closed -$42K 241
2021
Q3
$42K Hold
906
0.04% 134
2021
Q2
$41K Hold
906
0.04% 145
2021
Q1
$41K Hold
906
0.04% 134
2020
Q4
$43K Buy
+906
New +$43K 0.03% 166