SFPG
Stonebridge Financial Planning Group’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,573
| Closed | -$170K | – | 365 |
|
|
2021
Q4 | $170K | Buy |
3,573
+17
| +0.5% | +$809 | 0.09% | 131 |
|
|
2021
Q3 | $168K | Buy |
3,556
+17
| +0.5% | +$803 | 0.08% | 133 |
|
|
2021
Q2 | $168K | Buy |
3,539
+16
| +0.5% | +$760 | 0.09% | 127 |
|
|
2021
Q1 | $161K | Sell |
3,523
-107
| -3% | -$4.89K | 0.09% | 123 |
|
|
2020
Q4 | $172K | Buy |
3,630
+17
| +0.5% | +$806 | 0.11% | 116 |
|
|
2020
Q3 | $151K | Buy |
3,613
+18
| +0.5% | +$752 | 0.11% | 106 |
|
|
2020
Q2 | $156K | Buy |
3,595
+16
| +0.4% | +$694 | 0.13% | 102 |
|
|
2020
Q1 | $153K | Sell |
3,579
-160
| -4% | -$6.84K | 0.15% | 91 |
|
|
2019
Q4 | $176K | Buy |
+3,739
| New | +$176K | 0.16% | 99 |
|