Omnia Family Wealth’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 |
-44
| Closed | -$2K | – | 530 |
|
|
2019
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 501 |
|
|
2018
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 498 |
|
|
2018
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 479 |
|
|
2018
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 581 |
|
|
2017
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 512 |
|
|
2017
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 605 |
|
|
2017
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 690 |
|
|
2017
Q1 | $1K | Sell |
44
-69
| -61% | -$1.57K | ﹤0.01% | 696 |
|
|
2016
Q4 | $3K | Buy |
+113
| New | +$3K | ﹤0.01% | 544 |
|