Atlas Capital Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$9.17K | – | 1016 |
|
|
2022
Q2 | $9.17K | Hold |
200
| – | – | ﹤0.01% | 768 |
|
|
2022
Q1 | $10.2K | Hold |
200
| – | – | ﹤0.01% | 702 |
|
|
2021
Q4 | $10.7K | Hold |
200
| – | – | ﹤0.01% | 708 |
|
|
2021
Q3 | $9.22K | Hold |
200
| – | – | ﹤0.01% | 736 |
|
|
2021
Q2 | $9.14K | Hold |
200
| – | – | ﹤0.01% | 754 |
|
|
2021
Q1 | $8.95K | Buy |
+200
| New | +$8.95K | ﹤0.01% | 692 |
|