Hoover 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $478K | Hold |
10,453
| – | – | 0.09% | 77 |
|
|
2021
Q1 | $488K | Buy |
10,453
+1,032
| +11% | +$48.2K | 0.09% | 72 |
|
|
2020
Q4 | $429K | Sell |
9,421
-902
| -9% | -$41.1K | 0.11% | 61 |
|
|
2020
Q3 | $416K | Buy |
10,323
+1,162
| +13% | +$46.8K | 0.14% | 58 |
|
|
2020
Q2 | $387K | Hold |
9,161
| – | – | 0.15% | 53 |
|
|
2020
Q1 | $373K | Sell |
9,161
-2,718
| -23% | -$111K | 0.21% | 47 |
|
|
2019
Q4 | $558K | Sell |
11,879
-205
| -2% | -$9.63K | 0.27% | 43 |
|
|
2019
Q3 | $542K | Hold |
12,084
| – | – | 0.48% | 29 |
|
|
2019
Q2 | $500K | Sell |
12,084
-1,976
| -14% | -$81.8K | 0.46% | 28 |
|
|
2019
Q1 | $512K | Sell |
14,060
-1,518
| -10% | -$55.3K | 0.49% | 28 |
|
|
2018
Q4 | $533K | Buy |
+15,578
| New | +$533K | 0.59% | 25 |
|