RDFA
Ritter Daniher Financial Advisory’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$20K | – | 386 |
|
|
2023
Q2 | $20K | Hold |
500
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $21.8K | Hold |
500
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $23.9K | Hold |
500
| – | – | 0.01% | 181 |
|
|
2022
Q3 | $21K | Hold |
500
| – | – | 0.02% | 149 |
|
|
2022
Q2 | $23K | Hold |
500
| – | – | 0.02% | 139 |
|
|
2022
Q1 | $26K | Hold |
500
| – | – | 0.02% | 133 |
|
|
2021
Q4 | $27K | Hold |
500
| – | – | 0.02% | 132 |
|
|
2021
Q3 | $23K | Hold |
500
| – | – | 0.02% | 135 |
|
|
2021
Q2 | $23K | Hold |
500
| – | – | 0.02% | 127 |
|
|
2021
Q1 | $22K | Buy |
+500
| New | +$22K | 0.02% | 121 |
|