Santori & Peters Inc’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,828
| Closed | -$320K | – | 86 |
|
|
2019
Q4 | $320K | Hold |
6,828
| – | – | 0.21% | 55 |
|
|
2019
Q3 | $306K | Hold |
6,828
| – | – | 0.22% | 54 |
|
|
2019
Q2 | $282K | Buy |
+6,828
| New | +$282K | 0.21% | 57 |
|
|
2019
Q1 | – | Sell |
-6,828
| Closed | -$233K | – | 79 |
|
|
2018
Q4 | $233K | Buy |
+6,828
| New | +$233K | 0.21% | 62 |
|