Shine Investment Advisory Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $35K | Sell |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $40K | Hold |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $39K | Hold |
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|
2017
Q4 | $45K | Hold |
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|
2017
Q3 | $38K | Buy |
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|
2017
Q2 | $8K | Buy |
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