HC Financial Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $24K | Hold |
531
| – | – | 0.02% | 179 |
|
|
2022
Q1 | $27K | Hold |
531
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $29K | Hold |
531
| – | – | 0.02% | 178 |
|
|
2021
Q3 | $24K | Hold |
531
| – | – | 0.01% | 181 |
|
|
2021
Q2 | $24K | Hold |
531
| – | – | 0.01% | 176 |
|
|
2021
Q1 | $24K | Hold |
531
| – | – | 0.01% | 179 |
|
|
2020
Q4 | $25K | Hold |
531
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $21K | Hold |
531
| – | – | 0.02% | 179 |
|
|
2020
Q2 | $22K | Hold |
531
| – | – | 0.02% | 170 |
|
|
2020
Q1 | $22K | Buy |
+531
| New | +$22K | 0.02% | 171 |
|