Summit Securities Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 761 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 744 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 1128 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1153 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 971 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 826 |
|