Hoover 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $478K | Hold |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $387K | Hold |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $558K | Sell |
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|
2019
Q3 | $542K | Hold |
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|
2019
Q2 | $500K | Sell |
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|
2019
Q1 | $512K | Sell |
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|
2018
Q4 | $533K | Buy |
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