Brown Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,278
| Closed | -$252K | – | 129 |
|
|
2022
Q4 | $252K | Buy |
5,278
+5
| +0.1% | +$239 | 0.16% | 111 |
|
|
2022
Q3 | $218K | Buy |
5,273
+5
| +0.1% | +$207 | 0.15% | 108 |
|
|
2022
Q2 | $241K | Buy |
5,268
+5
| +0.1% | +$229 | 0.16% | 101 |
|
|
2022
Q1 | $269K | Buy |
5,263
+6
| +0.1% | +$307 | 0.16% | 102 |
|
|
2021
Q4 | $282K | Buy |
5,257
+4
| +0.1% | +$215 | 0.16% | 104 |
|
|
2021
Q3 | $242K | Buy |
5,253
+5
| +0.1% | +$230 | 0.15% | 107 |
|
|
2021
Q2 | $239K | Buy |
5,248
+5
| +0.1% | +$228 | 0.15% | 107 |
|
|
2021
Q1 | $235K | Buy |
5,243
+4
| +0.1% | +$179 | 0.17% | 103 |
|
|
2020
Q4 | $248K | Buy |
+5,239
| New | +$248K | 0.19% | 98 |
|