BSWA
Bromfield Sneider Wealth Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $61.4K | Hold |
1,657
| – | – | 0.04% | 65 |
|
|
2023
Q4 | $61.9K | Hold |
1,657
| – | – | 0.04% | 63 |
|
|
2023
Q3 | $56.9K | Hold |
1,657
| – | – | 0.04% | 62 |
|
|
2023
Q2 | $66.1K | Hold |
1,657
| – | – | 0.05% | 60 |
|
|
2023
Q1 | $72.3K | Hold |
1,657
| – | – | 0.06% | 55 |
|
|
2022
Q4 | $79.1K | Hold |
1,657
| – | – | 0.07% | 49 |
|
|
2022
Q3 | $69K | Hold |
1,657
| – | – | 0.08% | 49 |
|
|
2022
Q2 | $76K | Hold |
1,657
| – | – | 0.09% | 48 |
|
|
2022
Q1 | $85K | Buy |
+1,657
| New | +$85K | 0.09% | 52 |
|