Eudaimonia Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,154
| Closed | -$52K | – | 1392 |
|
|
2021
Q1 | $52K | Buy |
1,154
+2
| +0.2% | +$90 | 0.01% | 630 |
|
|
2020
Q4 | $54K | Buy |
1,152
+2
| +0.2% | +$94 | 0.01% | 586 |
|
|
2020
Q3 | $46K | Hold |
1,150
| – | – | 0.01% | 577 |
|
|
2020
Q2 | $49K | Hold |
1,150
| – | – | 0.02% | 510 |
|
|
2020
Q1 | $47K | Hold |
1,150
| – | – | 0.02% | 475 |
|
|
2019
Q4 | $54K | Buy |
+1,150
| New | +$54K | 0.02% | 475 |
|