ICA Group Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-125
| Closed | -$4.63K | – | 1344 |
|
|
2024
Q1 | $4.63K | Hold |
125
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q4 | $4.67K | Buy |
+125
| New | +$4.67K | ﹤0.01% | 1038 |
|
|
2023
Q3 | – | Sell |
-125
| Closed | -$4.99K | – | 1247 |
|
|
2023
Q2 | $4.99K | Hold |
125
| – | – | ﹤0.01% | 978 |
|
|
2023
Q1 | $5.46K | Hold |
125
| – | – | ﹤0.01% | 931 |
|
|
2022
Q4 | $5.97K | Buy |
+125
| New | +$5.97K | ﹤0.01% | 932 |
|