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Simplicity Solutions’s Essential Utilities WTRG Stock Holding History

Simplicity Solutions’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,663
Closed -$599K – 991
2020
Q4 		$599K Buy
12,663
+1,937
+18% +$91.6K 0.01% 656
2020
Q3 		$432K Buy
10,726
+2,825
+36% +$114K 0.01% 662
2020
Q2 		$334K Buy
+7,901
New +$334K 0.01% 703