Atlas Private 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
2020
Q3
Sell
-437
Closed -$18K 488
2020
Q2
$18K Hold
437
0.01% 280
2020
Q1
$18K Hold
437
0.02% 259
2019
Q4
$21K Buy
+437
New +$21K 0.02% 285