JOYN Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-369
| Closed | -$13K | – | 1432 |
|
|
2018
Q4 | $13K | Sell |
369
-74
| -17% | -$2.61K | ﹤0.01% | 871 |
|
|
2018
Q3 | $16K | Buy |
443
+73
| +20% | +$2.64K | ﹤0.01% | 781 |
|
|
2018
Q2 | $13K | Buy |
370
+315
| +573% | +$11.1K | ﹤0.01% | 816 |
|
|
2018
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1116 |
|