Cutler Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$50K | – | 2343 |
|
|
2020
Q2 | $50K | Hold |
1,200
| – | – | ﹤0.01% | 848 |
|
|
2020
Q1 | $48K | Sell |
1,200
-200
| -14% | -$8K | ﹤0.01% | 779 |
|
|
2019
Q4 | $65K | Buy |
+1,400
| New | +$65K | ﹤0.01% | 808 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2227 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2274 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2260 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2342 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2562 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2913 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 3171 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 3378 |
|
|
2017
Q1 | – | Sell |
-1,144
| Closed | -$34K | – | 3443 |
|
|
2016
Q4 | $34K | Buy |
+1,144
| New | +$34K | ﹤0.01% | 1681 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3441 |
|
|
2016
Q2 | – | Sell |
-391
| Closed | -$12K | – | 3442 |
|
|
2016
Q1 | $12K | Buy |
+391
| New | +$12K | ﹤0.01% | 1975 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3335 |
|