Center for Financial Planning’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-332
| Closed | -$15K | – | 550 |
|
|
2021
Q1 | $15K | Hold |
332
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $16K | Hold |
332
| – | – | ﹤0.01% | 310 |
|
|
2020
Q3 | $13K | Hold |
332
| – | – | ﹤0.01% | 294 |
|
|
2020
Q2 | $14K | Hold |
332
| – | – | ﹤0.01% | 287 |
|
|
2020
Q1 | $14K | Hold |
332
| – | – | ﹤0.01% | 293 |
|
|
2019
Q4 | $16K | Buy |
+332
| New | +$16K | ﹤0.01% | 277 |
|