Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250
| Closed | -$11K | – | 563 |
|
|
2021
Q2 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 438 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$9K | – | 465 |
|
|
2019
Q1 | $9K | Hold |
250
| – | – | 0.01% | 394 |
|
|
2018
Q4 | $8K | Hold |
250
| – | – | 0.01% | 420 |
|
|
2018
Q3 | $9K | Hold |
250
| – | – | 0.01% | 427 |
|
|
2018
Q2 | $9K | Buy |
+250
| New | +$9K | 0.01% | 430 |
|