SevenBridge Financial Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,137
| Closed | -$47K | – | 565 |
|
|
2019
Q2 | $47K | Buy |
1,137
+187
| +20% | +$7.73K | 0.02% | 282 |
|
|
2019
Q1 | $35K | Hold |
950
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $32K | Hold |
950
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $35K | Hold |
950
| – | – | 0.02% | 273 |
|
|
2018
Q2 | $33K | Hold |
950
| – | – | 0.02% | 291 |
|
|
2018
Q1 | $32K | Hold |
950
| – | – | 0.02% | 302 |
|
|
2017
Q4 | $37K | Hold |
950
| – | – | 0.02% | 298 |
|
|
2017
Q3 | $32K | Hold |
950
| – | – | 0.02% | 312 |
|
|
2017
Q2 | $32K | Hold |
950
| – | – | 0.02% | 327 |
|
|
2017
Q1 | $31K | Hold |
950
| – | – | 0.02% | 318 |
|
|
2016
Q4 | $28K | Hold |
950
| – | – | 0.02% | 317 |
|
|
2016
Q3 | $28K | Hold |
950
| – | – | 0.02% | 316 |
|
|
2016
Q2 | $34K | Buy |
+950
| New | +$34K | 0.02% | 330 |
|