Golden State Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-86
| Closed | -$4K | – | 914 |
|
|
2020
Q1 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 794 |
|
|
2019
Q4 | – | Sell |
-86
| Closed | -$4K | – | 956 |
|
|
2019
Q3 | $4K | Hold |
86
| – | – | ﹤0.01% | 898 |
|
|
2019
Q2 | $3K | Hold |
86
| – | – | ﹤0.01% | 950 |
|
|
2019
Q1 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 999 |
|