Grandview Asset Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-296
Closed -$13K 491
2021
Q1
$13K Buy
+296
New +$13K 0.01% 311
2020
Q1
Sell
-16,041
Closed -$736K 79
2019
Q4
$736K Sell
16,041
-637
-4% -$29.2K 0.7% 36
2019
Q3
$749K Buy
+16,678
New +$749K 0.68% 42