Schubert & Co’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43
| Closed | -$1.88K | – | 1542 |
|
|
2023
Q1 | $1.88K | Sell |
43
-12
| -22% | -$524 | ﹤0.01% | 941 |
|
|
2022
Q4 | $2.63K | Sell |
55
-3
| -5% | -$143 | ﹤0.01% | 732 |
|
|
2022
Q3 | $2K | Buy |
58
+11
| +23% | +$379 | ﹤0.01% | 943 |
|
|
2022
Q2 | $2K | Buy |
47
+20
| +74% | +$851 | ﹤0.01% | 920 |
|
|
2022
Q1 | $1K | Buy |
27
+6
| +29% | +$222 | ﹤0.01% | 985 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 927 |
|