Sage Private Wealth Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-519
| Closed | -$22K | – | 185 |
|
|
2022
Q3 | $22K | Buy |
519
+2
| +0.4% | +$85 | 0.03% | 110 |
|
|
2022
Q2 | $24K | Buy |
517
+4
| +0.8% | +$186 | 0.03% | 108 |
|
|
2022
Q1 | $26K | Buy |
513
+3
| +0.6% | +$152 | 0.03% | 112 |
|
|
2021
Q4 | $27K | Sell |
510
-1
| -0.2% | -$53 | 0.03% | 106 |
|
|
2021
Q3 | $24K | Hold |
511
| – | – | 0.03% | 113 |
|
|
2021
Q2 | $23K | Hold |
511
| – | – | 0.03% | 108 |
|
|
2021
Q1 | $23K | Hold |
511
| – | – | 0.04% | 115 |
|
|
2020
Q4 | $24K | Buy |
+511
| New | +$24K | 0.07% | 100 |
|