Doyle Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,642
Closed -$68K 770
2019
Q2
$68K Buy
+1,642
New +$68K 0.01% 313
2019
Q1
Sell
-1,630
Closed -$56K 762
2018
Q4
$56K Buy
+1,630
New +$56K 0.01% 335