Sandy Cove Advisors’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,000
Closed -$51K 389
2022
Q1
$51K Hold
1,000
0.04% 198
2021
Q4
$54K Buy
+1,000
New +$54K 0.05% 185