Private Vista’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $219K | Hold |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $259K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q2 | $209K | Sell |
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|
2018
Q1 | $213K | Buy |
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|
2017
Q4 | $244K | Buy |
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|
2017
Q3 | $205K | Buy |
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