Gantzert Investment Company’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $72K | Hold |
1,800
| – | – | 0.07% | 38 |
|
|
2020
Q2 | $76K | Hold |
1,800
| – | – | 0.07% | 38 |
|
|
2020
Q1 | $73K | Sell |
1,800
-200
| -10% | -$8.11K | 0.08% | 39 |
|
|
2019
Q4 | $94K | Hold |
2,000
| – | – | 0.09% | 39 |
|
|
2019
Q3 | $90K | Hold |
2,000
| – | – | 0.09% | 40 |
|
|
2019
Q2 | $83K | Hold |
2,000
| – | – | 0.08% | 44 |
|
|
2019
Q1 | $73K | Hold |
2,000
| – | – | 0.07% | 42 |
|
|
2018
Q4 | $68K | Buy |
+2,000
| New | +$68K | 0.08% | 42 |
|