FourThought Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $34K | Hold |
824
| – | – | 0.01% | 727 |
|
|
2022
Q2 | $38K | Buy |
824
+200
| +32% | +$9.22K | 0.01% | 688 |
|
|
2022
Q1 | $32K | Hold |
624
| – | – | ﹤0.01% | 793 |
|
|
2021
Q4 | $34K | Hold |
624
| – | – | ﹤0.01% | 790 |
|
|
2021
Q3 | $28K | Hold |
624
| – | – | ﹤0.01% | 875 |
|
|
2021
Q2 | $28K | Hold |
624
| – | – | ﹤0.01% | 867 |
|
|
2021
Q1 | $27K | Hold |
624
| – | – | ﹤0.01% | 839 |
|
|
2020
Q4 | $29K | Buy |
+624
| New | +$29K | ﹤0.01% | 797 |
|