Selective Wealth Management’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 |
-1,000
| Closed | -$41K | – | 736 |
|
|
2022
Q3 | $41K | Hold |
1,000
| – | – | 0.02% | 318 |
|
|
2022
Q2 | $46K | Buy |
1,000
+300
| +43% | +$13.8K | 0.02% | 336 |
|
|
2022
Q1 | $36K | Buy |
+700
| New | +$36K | 0.01% | 362 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$2K | – | 433 |
|
|
2020
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 349 |
|