Bedel Financial Consulting’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-268
| Closed | -$14K | – | 932 |
|
|
2022
Q1 | $14K | Hold |
268
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $14K | Hold |
268
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $12K | Hold |
268
| – | – | ﹤0.01% | 643 |
|
|
2021
Q2 | $12K | Hold |
268
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $12K | Buy |
268
+2
| +0.8% | +$90 | ﹤0.01% | 619 |
|
|
2020
Q4 | $13K | Hold |
266
| – | – | 0.01% | 522 |
|
|
2020
Q3 | $11K | Sell |
266
-226
| -46% | -$9.35K | 0.01% | 511 |
|
|
2020
Q2 | $21K | Buy |
492
+1
| +0.2% | +$43 | 0.01% | 403 |
|
|
2020
Q1 | $20K | Buy |
491
+225
| +85% | +$9.17K | 0.01% | 392 |
|
|
2019
Q4 | $12K | Hold |
266
| – | – | 0.01% | 481 |
|
|
2019
Q3 | $12K | Hold |
266
| – | – | 0.01% | 459 |
|
|
2019
Q2 | $11K | Hold |
266
| – | – | 0.01% | 485 |
|
|
2019
Q1 | $10K | Hold |
266
| – | – | 0.01% | 494 |
|
|
2018
Q4 | $9K | Hold |
266
| – | – | 0.01% | 479 |
|
|
2018
Q3 | $9K | Hold |
266
| – | – | 0.01% | 495 |
|
|
2018
Q2 | $9K | Hold |
266
| – | – | 0.01% | 494 |
|
|
2018
Q1 | $9K | Buy |
+266
| New | +$9K | 0.01% | 488 |
|