Shine Investment Advisory Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9K | Sell |
231
-590
| -72% | -$23K | ﹤0.01% | 573 |
|
|
2020
Q2 | $35K | Sell |
821
-335
| -29% | -$14.3K | 0.01% | 364 |
|
|
2020
Q1 | $47K | Hold |
1,156
| – | – | 0.02% | 277 |
|
|
2019
Q4 | $54K | Hold |
1,156
| – | – | 0.02% | 306 |
|
|
2019
Q3 | $52K | Hold |
1,156
| – | – | 0.02% | 297 |
|
|
2019
Q2 | $48K | Hold |
1,156
| – | – | 0.02% | 312 |
|
|
2019
Q1 | $42K | Hold |
1,156
| – | – | 0.02% | 338 |
|
|
2018
Q4 | $40K | Hold |
1,156
| – | – | 0.02% | 318 |
|
|
2018
Q3 | $43K | Hold |
1,156
| – | – | 0.02% | 323 |
|
|
2018
Q2 | $41K | Hold |
1,156
| – | – | 0.02% | 347 |
|
|
2018
Q1 | $39K | Hold |
1,156
| – | – | 0.02% | 351 |
|
|
2017
Q4 | $45K | Hold |
1,156
| – | – | 0.02% | 329 |
|
|
2017
Q3 | $38K | Buy |
1,156
+925
| +400% | +$30.4K | 0.02% | 347 |
|
|
2017
Q2 | $8K | Buy |
+231
| New | +$8K | ﹤0.01% | 562 |
|