OneDigital Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,641
| Closed | -$218K | – | 589 |
|
|
2019
Q4 | $218K | Sell |
4,641
-34
| -0.7% | -$1.6K | 0.02% | 483 |
|
|
2019
Q3 | $210K | Buy |
4,675
+3,675
| +368% | +$165K | 0.02% | 481 |
|
|
2019
Q2 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $36K | Hold |
1,000
| – | – | 0.01% | 571 |
|
|
2018
Q4 | $34K | Buy |
+1,000
| New | +$34K | 0.01% | 542 |
|