Evoke Wealth’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-132
| Closed | -$5K | – | 1151 |
|
|
2022
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 894 |
|
|
2022
Q2 | $6K | Hold |
132
| – | – | ﹤0.01% | 873 |
|
|
2022
Q1 | $7K | Hold |
132
| – | – | ﹤0.01% | 847 |
|
|
2021
Q4 | $7K | Hold |
132
| – | – | ﹤0.01% | 853 |
|
|
2021
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 831 |
|
|
2021
Q2 | $6K | Sell |
132
-111
| -46% | -$5.05K | ﹤0.01% | 849 |
|
|
2021
Q1 | $11K | Buy |
243
+111
| +84% | +$5.03K | ﹤0.01% | 682 |
|
|
2020
Q4 | $6K | Hold |
132
| – | – | ﹤0.01% | 694 |
|
|
2020
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 688 |
|
|
2020
Q2 | $6K | Hold |
132
| – | – | ﹤0.01% | 645 |
|
|
2020
Q1 | $5.37K | Hold |
132
| – | – | ﹤0.01% | 595 |
|
|
2019
Q4 | $6.2K | Hold |
132
| – | – | ﹤0.01% | 864 |
|
|
2019
Q3 | $5.92K | Buy |
+132
| New | +$5.92K | ﹤0.01% | 958 |
|