D'Orazio & Associates’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,250
| Closed | -$58K | – | 719 |
|
|
2021
Q3 | $58K | Hold |
1,250
| – | – | 0.01% | 185 |
|
|
2021
Q2 | $57K | Hold |
1,250
| – | – | 0.01% | 161 |
|
|
2021
Q1 | $56K | Hold |
1,250
| – | – | 0.02% | 162 |
|
|
2020
Q4 | $59K | Hold |
1,250
| – | – | 0.02% | 143 |
|
|
2020
Q3 | $50K | Hold |
1,250
| – | – | 0.02% | 141 |
|
|
2020
Q2 | $53K | Hold |
1,250
| – | – | 0.02% | 133 |
|
|
2020
Q1 | $51K | Hold |
1,250
| – | – | 0.03% | 125 |
|
|
2019
Q4 | $59K | Hold |
1,250
| – | – | 0.02% | 134 |
|
|
2019
Q3 | $56K | Hold |
1,250
| – | – | 0.02% | 137 |
|
|
2019
Q2 | $52K | Sell |
1,250
-300
| -19% | -$12.5K | 0.02% | 140 |
|
|
2019
Q1 | $56K | Buy |
+1,550
| New | +$56K | 0.02% | 136 |
|