CBIZ Investment Advisory Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-862
| Closed | -$32.2K | – | 438 |
|
|
2024
Q2 | $32.2K | Hold |
862
| – | – | ﹤0.01% | 126 |
|
|
2024
Q1 | $31.9K | Buy |
+862
| New | +$31.9K | ﹤0.01% | 123 |
|
|
2021
Q4 | – | Hold |
0
| – | -$40K | – | 102 |
|
|
2021
Q3 | – | Hold |
0
| – | -$39K | – | 63 |
|
|
2021
Q2 | – | Hold |
0
| – | -$39K | – | 64 |
|
|
2021
Q1 | – | Hold |
0
| – | -$41K | – | 58 |
|
|
2020
Q4 | – | Hold |
0
| – | -$35K | – | 60 |
|
|
2020
Q3 | – | Hold |
0
| – | -$36K | – | 63 |
|
|
2020
Q2 | – | Hold |
0
| – | -$58K | – | 72 |
|
|
2020
Q1 | – | Hold |
0
| – | -$70K | – | 66 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 69 |
|