Personal Wealth Partners’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 |
-135
| Closed | -$6K | – | 397 |
|
|
2021
Q2 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 307 |
|
|
2020
Q1 | – | Sell |
-146
| Closed | -$7K | – | 628 |
|
|
2019
Q4 | $7K | Hold |
146
| – | – | ﹤0.01% | 258 |
|
|
2019
Q3 | $7K | Buy |
146
+11
| +8% | +$527 | ﹤0.01% | 264 |
|
|
2019
Q2 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 238 |
|