Fieldpoint Private Securities’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$7K Sell
2022
Q1
$27K Sell
2021
Q4
$30K Buy
2021
Q3
$22K Sell
2021
Q2
$26K Sell
2021
Q1
$26K Buy
2020
Q4
$26K Buy
2020
Q1
Sell
2019
Q4
$27K Buy
2019
Q3
$11K Sell
2019
Q2
$34K Buy