Clear Investment Research’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13
| Closed | -$1K | – | 400 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 218 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 217 |
|
|
2019
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 387 |
|
|
2018
Q4 | $0 | Sell |
13
-10
| -43% | – | ﹤0.01% | 388 |
|
|
2018
Q3 | $0 | Buy |
+23
| New | – | ﹤0.01% | 390 |
|