Advisory Alpha’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-200
| Closed | -$8K | – | 651 |
|
|
2020
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 455 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$8.52K | – | 623 |
|
|
2020
Q1 | $8.52K | Hold |
200
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $9.52K | Hold |
200
| – | – | ﹤0.01% | 505 |
|
|
2019
Q3 | $9.12K | Buy |
+200
| New | +$9.12K | ﹤0.01% | 467 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$7.54K | – | 651 |
|
|
2019
Q1 | $7.54K | Buy |
+200
| New | +$7.54K | ﹤0.01% | 434 |
|