Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03K | Hold |
59
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $2.36K | Hold |
59
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $2.58K | Sell |
59
-464
| -89% | -$20.3K | ﹤0.01% | 609 |
|
|
2022
Q4 | $25K | Sell |
523
-18
| -3% | -$859 | 0.01% | 604 |
|
|
2022
Q3 | $22.4K | Buy |
541
+21
| +4% | +$869 | 0.01% | 624 |
|
|
2022
Q2 | $23.8K | Sell |
520
-20
| -4% | -$917 | 0.01% | 613 |
|
|
2022
Q1 | $27.6K | Buy |
540
+13
| +2% | +$665 | 0.01% | 605 |
|
|
2021
Q4 | $28.3K | Buy |
527
+23
| +5% | +$1.24K | 0.01% | 603 |
|
|
2021
Q3 | $23.2K | Hold |
504
| – | – | 0.01% | 649 |
|
|
2021
Q2 | $23K | Hold |
504
| – | – | 0.01% | 660 |
|
|
2021
Q1 | $22.6K | Hold |
504
| – | – | 0.01% | 639 |
|
|
2020
Q4 | $23.8K | Hold |
504
| – | – | 0.01% | 561 |
|
|
2020
Q3 | $20.3K | Sell |
504
-12
| -2% | -$483 | 0.01% | 540 |
|
|
2020
Q2 | $21.8K | Buy |
516
+12
| +2% | +$507 | 0.01% | 508 |
|
|
2020
Q1 | $20.5K | Hold |
504
| – | – | 0.01% | 473 |
|
|
2019
Q4 | $23.7K | Hold |
504
| – | – | 0.01% | 534 |
|
|
2019
Q3 | $22.6K | Hold |
504
| – | – | 0.01% | 542 |
|
|
2019
Q2 | $20.9K | Hold |
504
| – | – | 0.01% | 566 |
|
|
2019
Q1 | $18.4K | Buy |
504
+37
| +8% | +$1.35K | 0.01% | 605 |
|
|
2018
Q4 | $16K | Hold |
467
| – | – | 0.01% | 597 |
|
|
2018
Q3 | $17.2K | Sell |
467
-246
| -35% | -$9.08K | 0.01% | 646 |
|
|
2018
Q2 | $25.1K | Hold |
713
| – | – | 0.02% | 517 |
|
|
2018
Q1 | $24.3K | Hold |
713
| – | – | 0.02% | 495 |
|
|
2017
Q4 | $28K | Hold |
713
| – | – | 0.02% | 440 |
|
|
2017
Q3 | $23.7K | Hold |
713
| – | – | 0.02% | 488 |
|
|
2017
Q2 | $23.7K | Hold |
713
| – | – | 0.02% | 466 |
|
|
2017
Q1 | $22.9K | Hold |
713
| – | – | 0.02% | 469 |
|
|
2016
Q4 | $21.4K | Buy |
713
+246
| +53% | +$7.39K | 0.02% | 466 |
|
|
2016
Q3 | $14.2K | Hold |
467
| – | – | 0.01% | 562 |
|
|
2016
Q2 | $16.7K | Hold |
467
| – | – | 0.02% | 495 |
|
|
2016
Q1 | $14.9K | Buy |
+467
| New | +$14.9K | 0.01% | 510 |
|