Atlas Private Wealth Advisors’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 |
-106
| Closed | -$5K | – | 725 |
|
|
2021
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $5K | Buy |
106
+1
| +1% | +$47 | ﹤0.01% | 582 |
|
|
2021
Q1 | $5K | Buy |
105
+1
| +1% | +$48 | ﹤0.01% | 628 |
|
|
2020
Q4 | $5K | Hold |
104
| – | – | ﹤0.01% | 542 |
|
|
2020
Q3 | $4K | Buy |
104
+1
| +1% | +$38 | ﹤0.01% | 513 |
|
|
2020
Q2 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 544 |
|