Patriot Financial Group Insurance Agency’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-368
| Closed | -$17K | – | 1957 |
|
|
2022
Q2 | $17K | Buy |
368
+182
| +98% | +$8.41K | ﹤0.01% | 1075 |
|
|
2022
Q1 | $10K | Buy |
186
+65
| +54% | +$3.5K | ﹤0.01% | 1382 |
|
|
2021
Q4 | $6K | Buy |
121
+48
| +66% | +$2.38K | ﹤0.01% | 1674 |
|
|
2021
Q3 | $3K | Buy |
73
+36
| +97% | +$1.48K | ﹤0.01% | 1887 |
|
|
2021
Q2 | $2K | Buy |
37
+19
| +106% | +$1.03K | ﹤0.01% | 1923 |
|
|
2021
Q1 | $1K | Sell |
18
-163
| -90% | -$9.06K | ﹤0.01% | 1936 |
|
|
2020
Q4 | $9K | Hold |
181
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q3 | $7K | Hold |
181
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q2 | $8K | Sell |
181
-4
| -2% | -$177 | ﹤0.01% | 1058 |
|
|
2020
Q1 | $8K | Buy |
+185
| New | +$8K | ﹤0.01% | 944 |
|