CVA Family Office’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 |
-25
| Closed | -$1K | – | 1016 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 863 |
|
|
2022
Q2 | $1K | Sell |
25
-35
| -58% | -$1.4K | ﹤0.01% | 890 |
|
|
2022
Q1 | $3K | Buy |
60
+25
| +71% | +$1.25K | ﹤0.01% | 851 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 854 |
|
|
2021
Q3 | – | Sell |
-115
| Closed | -$5K | – | 895 |
|
|
2021
Q2 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 782 |
|