Sowell Financial Services’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-85
| Closed | -$5K | – | 3188 |
|
|
2021
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 2640 |
|
|
2020
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 2308 |
|
|
2020
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 2024 |
|
|
2020
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 1933 |
|
|
2020
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 1937 |
|
|
2019
Q3 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 1800 |
|