Daymark Wealth Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,775
| Closed | -$216K | – | 443 |
|
|
2023
Q4 | $216K | Buy |
+5,775
| New | +$216K | 0.01% | 376 |
|
|
2023
Q3 | – | Sell |
-6,418
| Closed | -$256K | – | 408 |
|
|
2023
Q2 | $256K | Hold |
6,418
| – | – | 0.02% | 321 |
|
|
2023
Q1 | $280K | Hold |
6,418
| – | – | 0.04% | 245 |
|
|
2022
Q4 | $306K | Buy |
+6,418
| New | +$306K | 0.05% | 183 |
|