Live Your Vision’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 | $96K | Buy |
2,562
+60
| +2% | +$2.25K | 0.03% | 98 |
|
|
2018
Q4 | $85K | Hold |
2,502
| – | – | 0.03% | 99 |
|
|
2018
Q3 | $92K | Hold |
2,502
| – | – | 0.03% | 94 |
|
|
2018
Q2 | $90K | Buy |
2,502
+2,250
| +893% | +$80.9K | 0.03% | 99 |
|
|
2018
Q1 | $9K | Hold |
252
| – | – | ﹤0.01% | 187 |
|
|
2017
Q4 | $9K | Hold |
252
| – | – | ﹤0.01% | 186 |
|
|
2017
Q3 | $8K | Hold |
252
| – | – | ﹤0.01% | 195 |
|
|
2017
Q2 | $8K | Hold |
252
| – | – | ﹤0.01% | 203 |
|
|
2017
Q1 | $8K | Hold |
252
| – | – | ﹤0.01% | 211 |
|
|
2016
Q4 | $8K | Sell |
252
-275
| -52% | -$8.73K | ﹤0.01% | 201 |
|
|
2016
Q3 | $16K | Buy |
+527
| New | +$16K | 0.01% | 149 |
|