RMR Wealth Builders’s Essential Utilities WTRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-553
Closed -$25K 715
2021
Q1
$25K Buy
553
+3
+0.5% +$136 0.01% 482
2020
Q4
$26K Buy
+550
New +$26K 0.01% 327