Prime Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-558
| Closed | -$25K | – | 551 |
|
|
2021
Q1 | $25K | Buy |
+558
| New | +$25K | ﹤0.01% | 379 |
|
|
2020
Q2 | – | Sell |
-1,116
| Closed | -$45K | – | 533 |
|
|
2020
Q1 | $45K | Hold |
1,116
| – | – | 0.01% | 292 |
|
|
2019
Q4 | $52K | Hold |
1,116
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $50K | Buy |
+1,116
| New | +$50K | 0.01% | 304 |
|
|
2018
Q1 | – | Sell |
-650
| Closed | -$25K | – | 283 |
|
|
2017
Q4 | $25K | Buy |
+650
| New | +$25K | 0.02% | 187 |
|