MAWCM
Mine & Arao Wealth Creation & Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-113
| Closed | -$4.19K | – | 369 |
|
|
2024
Q1 | $4.19K | Hold |
113
| – | – | ﹤0.01% | 255 |
|
|
2023
Q4 | $4.22K | Hold |
113
| – | – | ﹤0.01% | 259 |
|
|
2023
Q3 | $3.88K | Hold |
113
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $4.51K | Hold |
113
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $4.93K | Hold |
113
| – | – | ﹤0.01% | 264 |
|
|
2022
Q4 | $5.39K | Buy |
113
+1
| +0.9% | +$48 | ﹤0.01% | 255 |
|
|
2022
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 285 |
|
|
2022
Q2 | $5K | Buy |
112
+1
| +0.9% | +$45 | ﹤0.01% | 278 |
|
|
2022
Q1 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 270 |
|