Norway Savings Bank’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-600
| Closed | -$24K | – | 468 |
|
|
2020
Q3 | $24K | Hold |
600
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $25K | Sell |
600
-200
| -25% | -$8.33K | 0.02% | 191 |
|
|
2020
Q1 | $33K | Hold |
800
| – | – | 0.03% | 172 |
|
|
2019
Q4 | $38K | Sell |
800
-100
| -11% | -$4.75K | 0.03% | 182 |
|
|
2019
Q3 | $40K | Hold |
900
| – | – | 0.03% | 168 |
|
|
2019
Q2 | $37K | Buy |
+900
| New | +$37K | 0.03% | 170 |
|