Clearview Wealth Advisors’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 |
-491
| Closed | -$19.6K | – | 654 |
|
|
2023
Q2 | $19.6K | Hold |
491
| – | – | 0.02% | 281 |
|
|
2023
Q1 | $21.4K | Buy |
491
+61
| +14% | +$2.66K | 0.02% | 267 |
|
|
2022
Q4 | $20.5K | Hold |
430
| – | – | 0.02% | 243 |
|
|
2022
Q3 | $18K | Hold |
430
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $20K | Buy |
+430
| New | +$20K | 0.02% | 277 |
|