Country Trust Bank’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-124
| Closed | -$5K | – | 382 |
|
|
2022
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 342 |
|
|
2021
Q4 | $7K | Hold |
124
| – | – | ﹤0.01% | 374 |
|
|
2021
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 344 |
|
|
2021
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 317 |
|
|
2020
Q4 | $6K | Hold |
124
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $5K | Sell |
124
-9
| -7% | -$363 | ﹤0.01% | 277 |
|
|
2020
Q2 | $6K | Hold |
133
| – | – | ﹤0.01% | 242 |
|
|
2020
Q1 | $5K | Buy |
+133
| New | +$5K | ﹤0.01% | 248 |
|