AE Wealth Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,148
| Closed | -$499K | – | 1869 |
|
|
2022
Q1 | $499K | Sell |
8,148
-878
| -10% | -$53.8K | ﹤0.01% | 1237 |
|
|
2021
Q4 | $588K | Buy |
9,026
+740
| +9% | +$48.2K | ﹤0.01% | 1188 |
|
|
2021
Q3 | $476K | Buy |
8,286
+192
| +2% | +$11K | ﹤0.01% | 1186 |
|
|
2021
Q2 | $463K | Sell |
8,094
-331
| -4% | -$18.9K | ﹤0.01% | 1163 |
|
|
2021
Q1 | $482K | Buy |
+8,425
| New | +$482K | ﹤0.01% | 1044 |
|