CCG 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
Q3 | – | Sell |
-7,034
| Closed | -$281K | – | 71 |
|
|
2023
Q2 | $281K | Hold |
7,034
| – | – | 0.18% | 52 |
|
|
2023
Q1 | $307K | Hold |
7,034
| – | – | 0.2% | 46 |
|
|
2022
Q4 | $336K | Hold |
7,034
| – | – | 0.19% | 57 |
|
|
2022
Q3 | $291K | Sell |
7,034
-218
| -3% | -$9.02K | 0.18% | 62 |
|
|
2022
Q2 | $333K | Hold |
7,252
| – | – | 0.19% | 60 |
|
|
2022
Q1 | $371K | Buy |
+7,252
| New | +$371K | 0.18% | 69 |
|