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Litman Gregory Wealth Management’s Essential Utilities WTRG Stock Holding History

Litman Gregory Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,400
Closed -$58K – 239
2019
Q2 		$58K Hold
1,400
– – 0.02% 83
2019
Q1 		$51K Hold
1,400
– – 0.01% 69
2018
Q4 		$48K Buy
+1,400
New +$48K 0.01% 75