Ellis Investment Partners’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9
| Closed | – | – | 851 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 851 |
|
|
2021
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 822 |
|
|
2021
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 812 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 754 |
|
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 730 |
|