Braun-Bostich & Associates’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 |
-58
| Closed | -$2K | – | 348 |
|
|
2020
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 303 |
|
|
2020
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 283 |
|
|
2019
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 295 |
|
|
2019
Q3 | – | Sell |
-58
| Closed | -$2K | – | 309 |
|
|
2019
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 304 |
|
|
2019
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 304 |
|
|
2018
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 309 |
|
|
2018
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 292 |
|
|
2018
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 307 |
|
|
2017
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 293 |
|