MinichMacGregor Wealth Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-189
| Closed | -$6K | – | 536 |
|
|
2018
Q3 | $6K | Sell |
189
-82
| -30% | -$2.6K | ﹤0.01% | 376 |
|
|
2018
Q2 | $9K | Hold |
271
| – | – | 0.01% | 326 |
|
|
2018
Q1 | $9K | Sell |
271
-4
| -1% | -$133 | 0.01% | 323 |
|
|
2017
Q4 | $10K | Buy |
+275
| New | +$10K | 0.01% | 308 |
|