Ropes Wealth Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$47K | – | 802 |
|
|
2020
Q4 | $47K | Hold |
1,000
| – | – | 0.01% | 390 |
|
|
2020
Q3 | $40K | Hold |
1,000
| – | – | 0.01% | 361 |
|
|
2020
Q2 | $42K | Hold |
1,000
| – | – | 0.01% | 325 |
|
|
2020
Q1 | $41K | Hold |
1,000
| – | – | 0.01% | 299 |
|
|
2019
Q4 | $47K | Hold |
1,000
| – | – | 0.01% | 338 |
|
|
2019
Q3 | $45K | Hold |
1,000
| – | – | 0.01% | 348 |
|
|
2019
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.01% | 358 |
|