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Retirement Planning Company of New England’s Essential Utilities WTRG Stock Holding History

Retirement Planning Company of New England’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-46
Closed -$2K – 896
2021
Q4 		$2K Buy
+46
New +$2.23K ﹤0.01% 868

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Retirement Planning Company of New England's WTRG Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 46 shares — an estimated $2K sold.

Retirement Planning Company of New England first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 643 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 46 Essential Utilities shares in Q1 2022, an estimated $2K.
  • Retirement Planning Company of New England first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Essential Utilities position peaked at $2K in Q4 2021.
  • 643 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.