Fort Pitt Capital Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,220
| Closed | -$421K | – | 176 |
|
|
2021
Q2 | $421K | Buy |
+9,220
| New | +$421K | 0.02% | 128 |
|
|
2020
Q3 | – | Sell |
-5,831
| Closed | -$246K | – | 167 |
|
|
2020
Q2 | $246K | Hold |
5,831
| – | – | 0.01% | 152 |
|
|
2020
Q1 | $237K | Buy |
5,831
+4
| +0.1% | +$163 | 0.02% | 151 |
|
|
2019
Q4 | $274K | Hold |
5,827
| – | – | 0.02% | 138 |
|
|
2019
Q3 | $261K | Buy |
+5,827
| New | +$261K | 0.02% | 134 |
|