Kingsview 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
2022
Q1
Sell
-6,820
Closed -$366K 968
2021
Q4
$366K Buy
+6,820
New +$366K 0.02% 653
2020
Q3
Sell
-7,553
Closed -$319K 654
2020
Q2
$319K Buy
+7,553
New +$319K 0.03% 427