Private Vista’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $219K | Hold |
5,176
| – | – | 0.11% | 108 |
|
|
2020
Q1 | $210K | Sell |
5,176
-480
| -8% | -$19.5K | 0.08% | 124 |
|
|
2019
Q4 | $266K | Sell |
5,656
-606
| -10% | -$28.5K | 0.07% | 118 |
|
|
2019
Q3 | $281K | Buy |
6,262
+4
| +0.1% | +$179 | 0.07% | 116 |
|
|
2019
Q2 | $259K | Buy |
6,258
+200
| +3% | +$8.28K | 0.06% | 130 |
|
|
2019
Q1 | $221K | Buy |
6,058
+36
| +0.6% | +$1.31K | 0.05% | 137 |
|
|
2018
Q4 | $206K | Buy |
6,022
+38
| +0.6% | +$1.3K | 0.05% | 144 |
|
|
2018
Q3 | $221K | Buy |
5,984
+35
| +0.6% | +$1.29K | 0.05% | 141 |
|
|
2018
Q2 | $209K | Sell |
5,949
-303
| -5% | -$10.6K | 0.05% | 143 |
|
|
2018
Q1 | $213K | Buy |
6,252
+36
| +0.6% | +$1.23K | 0.06% | 128 |
|
|
2017
Q4 | $244K | Buy |
6,216
+31
| +0.5% | +$1.22K | 0.07% | 64 |
|
|
2017
Q3 | $205K | Buy |
+6,185
| New | +$205K | 0.04% | 109 |
|