Prospera Financial Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,114
| Closed | -$347K | – | 1121 |
|
|
2023
Q3 | $347K | Buy |
10,114
+161
| +2% | +$5.53K | 0.01% | 744 |
|
|
2023
Q2 | $397K | Buy |
+9,953
| New | +$397K | 0.02% | 687 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$2K | – | 1596 |
|
|
2022
Q2 | $2K | Sell |
40
-1,332
| -97% | -$66.6K | ﹤0.01% | 1575 |
|
|
2022
Q1 | $70K | Buy |
+1,372
| New | +$70K | ﹤0.01% | 1238 |
|
|
2020
Q4 | – | Sell |
-1,323
| Closed | -$53K | – | 1593 |
|
|
2020
Q3 | $53K | Buy |
+1,323
| New | +$53K | 0.02% | 599 |
|