Stratos Wealth Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,091
| Closed | -$414K | – | 563 |
|
|
2022
Q1 | $414K | Sell |
8,091
-29
| -0.4% | -$1.48K | 0.03% | 407 |
|
|
2021
Q4 | $436K | Sell |
8,120
-76
| -0.9% | -$4.08K | 0.03% | 415 |
|
|
2021
Q3 | $378K | Buy |
8,196
+1
| +0% | +$46 | 0.03% | 403 |
|
|
2021
Q2 | $375K | Buy |
8,195
+1
| +0% | +$46 | 0.03% | 406 |
|
|
2021
Q1 | $367K | Buy |
8,194
+2
| +0% | +$90 | 0.04% | 360 |
|
|
2020
Q4 | $387K | Buy |
+8,192
| New | +$387K | 0.05% | 280 |
|