Orrstown Financial Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-60
| Closed | -$2K | – | 235 |
|
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 210 |
|
|
2018
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 214 |
|
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 289 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 316 |
|
|
2017
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 317 |
|
|
2017
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 306 |
|
|
2017
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 265 |
|
|
2017
Q1 | $2K | Sell |
60
-125
| -68% | -$4.17K | ﹤0.01% | 247 |
|
|
2016
Q4 | $5K | Hold |
185
| – | – | 0.01% | 223 |
|
|
2016
Q3 | $6K | Buy |
185
+125
| +208% | +$4.05K | 0.01% | 206 |
|
|
2016
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 259 |
|