Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1589 |
|
|
2023
Q2 | – | Sell |
-61
| Closed | -$2K | – | 1016 |
|
|
2023
Q1 | $2K | Buy |
61
+21
| +53% | +$689 | ﹤0.01% | 549 |
|
|
2022
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 494 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 1347 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1421 |
|