Apollon Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,724
| Closed | -$337K | – | 996 |
|
|
2023
Q1 | $337K | Sell |
7,724
-481
| -6% | -$21K | 0.02% | 650 |
|
|
2022
Q4 | $392K | Sell |
8,205
-258
| -3% | -$12.3K | 0.03% | 586 |
|
|
2022
Q3 | $350K | Buy |
8,463
+22
| +0.3% | +$910 | 0.03% | 551 |
|
|
2022
Q2 | $387K | Buy |
8,441
+139
| +2% | +$6.37K | 0.03% | 498 |
|
|
2022
Q1 | $424K | Buy |
8,302
+11
| +0.1% | +$562 | 0.03% | 505 |
|
|
2021
Q4 | $445K | Buy |
8,291
+3,041
| +58% | +$163K | 0.03% | 488 |
|
|
2021
Q3 | $242K | Buy |
+5,250
| New | +$242K | 0.03% | 395 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 688 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 726 |
|