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River Wealth Advisors’s Essential Utilities WTRG Stock Holding History

River Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,000
Closed -$137K – 515
2018
Q4 		$137K Sell
4,000
-150
-4% -$5.14K 0.06% 171
2018
Q3 		$153K Hold
4,150
– – 0.06% 181
2018
Q2 		$146K Buy
+4,150
New +$146K 0.06% 179