Ellevest Inc’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-215
| Closed | -$12K | – | 1685 |
|
|
2021
Q2 | $12K | Hold |
215
| – | – | ﹤0.01% | 736 |
|
|
2021
Q1 | $12K | Hold |
215
| – | – | ﹤0.01% | 765 |
|
|
2020
Q4 | $13K | Hold |
215
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $12K | Hold |
215
| – | – | ﹤0.01% | 626 |
|
|
2020
Q2 | $12K | Hold |
215
| – | – | ﹤0.01% | 592 |
|
|
2020
Q1 | $12K | Buy |
+215
| New | +$12K | ﹤0.01% | 535 |
|