Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$46K | – | 1114 |
|
|
2021
Q3 | $46K | Hold |
1,000
| – | – | 0.02% | 442 |
|
|
2021
Q2 | $46K | Hold |
1,000
| – | – | 0.02% | 339 |
|
|
2021
Q1 | $47K | Hold |
1,000
| – | – | 0.02% | 290 |
|
|
2020
Q4 | $47K | Hold |
1,000
| – | – | 0.02% | 287 |
|
|
2020
Q3 | $40K | Buy |
+1,000
| New | +$40K | 0.02% | 268 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | – | – | 1005 |
|
|
2019
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 967 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 997 |
|
|
2019
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.04% | 276 |
|