Sageworth Trust’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-147
| Closed | -$8K | – | 788 |
|
|
2021
Q4 | $8K | Sell |
147
-493
| -77% | -$26.8K | ﹤0.01% | 315 |
|
|
2021
Q3 | $29K | Hold |
640
| – | – | ﹤0.01% | 287 |
|
|
2021
Q2 | $29K | Buy |
+640
| New | +$29K | ﹤0.01% | 324 |
|
|
2019
Q4 | – | Sell |
-4,055
| Closed | -$182K | – | 208 |
|
|
2019
Q3 | $182K | Sell |
4,055
-1,391
| -26% | -$62.4K | 0.02% | 57 |
|
|
2019
Q2 | $225K | Buy |
+5,446
| New | +$225K | 0.03% | 55 |
|