Kestra Private Wealth Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,739
| Closed | -$226K | – | 1096 |
|
|
2022
Q4 | $226K | Buy |
+4,739
| New | +$226K | 0.01% | 764 |
|
|
2022
Q2 | – | Sell |
-4,107
| Closed | -$210K | – | 1022 |
|
|
2022
Q1 | $210K | Buy |
4,107
+3
| +0.1% | +$153 | 0.01% | 879 |
|
|
2021
Q4 | $220K | Buy |
+4,104
| New | +$220K | 0.01% | 875 |
|
|
2021
Q3 | – | Sell |
-4,591
| Closed | -$210K | – | 974 |
|
|
2021
Q2 | $210K | Buy |
+4,591
| New | +$210K | 0.01% | 798 |
|