Clarus Wealth Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-92
| Closed | -$4K | – | 554 |
|
|
2019
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 528 |
|
|
2019
Q1 | $3K | Buy |
92
+32
| +53% | +$1.04K | ﹤0.01% | 644 |
|
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 650 |
|
|
2018
Q3 | $2K | Sell |
60
-58
| -49% | -$1.93K | ﹤0.01% | 678 |
|
|
2018
Q2 | $4K | Buy |
+118
| New | +$4K | ﹤0.01% | 655 |
|