HC Financial Advisors’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$24K Hold
2022
Q1
$27K Hold
2021
Q4
$29K Hold
2021
Q3
$24K Hold
2021
Q2
$24K Hold
2021
Q1
$24K Hold
2020
Q4
$25K Hold
2020
Q3
$21K Hold
2020
Q2
$22K Hold
2020
Q1
$22K Buy