Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-625
| Closed | -$23K | – | 477 |
|
|
2019
Q1 | $23K | Sell |
625
-250
| -29% | -$9.2K | 0.02% | 286 |
|
|
2018
Q4 | $30K | Hold |
875
| – | – | 0.03% | 242 |
|
|
2018
Q3 | $32K | Hold |
875
| – | – | 0.02% | 255 |
|
|
2018
Q2 | $31K | Hold |
875
| – | – | 0.02% | 261 |
|
|
2018
Q1 | $30K | Buy |
+875
| New | +$30K | 0.02% | 272 |
|