Fortitude Advisory Group’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-590
Closed -$30K 1307
2022
Q1
$30K Sell
590
-55
-9% -$2.8K 0.02% 686
2021
Q4
$35K Buy
+645
New +$35K 0.02% 645