Synovus Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,389
| Closed | -$59K | – | 1469 |
|
|
2020
Q2 | $59K | Sell |
1,389
-49
| -3% | -$2.08K | ﹤0.01% | 870 |
|
|
2020
Q1 | $59K | Buy |
1,438
+54
| +4% | +$2.22K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $66K | Buy |
1,384
+3
| +0.2% | +$143 | ﹤0.01% | 887 |
|
|
2019
Q3 | $62K | Buy |
1,381
+3
| +0.2% | +$135 | ﹤0.01% | 859 |
|
|
2019
Q2 | $58K | Buy |
1,378
+3
| +0.2% | +$126 | ﹤0.01% | 807 |
|
|
2019
Q1 | $51K | Buy |
1,375
+4
| +0.3% | +$148 | ﹤0.01% | 812 |
|
|
2018
Q4 | $47K | Buy |
1,371
+4
| +0.3% | +$137 | ﹤0.01% | 804 |
|
|
2018
Q3 | $51K | Buy |
1,367
+4
| +0.3% | +$149 | ﹤0.01% | 841 |
|
|
2018
Q2 | $48K | Buy |
1,363
+4
| +0.3% | +$141 | ﹤0.01% | 791 |
|
|
2018
Q1 | $45K | Buy |
+1,359
| New | +$45K | ﹤0.01% | 790 |
|
|
2017
Q2 | – | Sell |
-155
| Closed | -$5K | – | 1126 |
|
|
2017
Q1 | $5K | Buy |
155
+1
| +0.6% | +$32 | ﹤0.01% | 1021 |
|
|
2016
Q4 | $5K | Hold |
154
| – | – | ﹤0.01% | 982 |
|
|
2016
Q3 | $5K | Buy |
154
+1
| +0.7% | +$32 | ﹤0.01% | 948 |
|
|
2016
Q2 | $5K | Buy |
153
+1
| +0.7% | +$33 | ﹤0.01% | 913 |
|
|
2016
Q1 | $5K | Buy |
152
+1
| +0.7% | +$33 | ﹤0.01% | 917 |
|
|
2015
Q4 | $4K | Buy |
151
+1
| +0.7% | +$26 | ﹤0.01% | 932 |
|
|
2015
Q3 | $4K | Buy |
150
+1
| +0.7% | +$27 | ﹤0.01% | 890 |
|
|
2015
Q2 | $4K | Sell |
149
-299
| -67% | -$8.03K | ﹤0.01% | 913 |
|
|
2015
Q1 | $12K | Sell |
448
-352
| -44% | -$9.43K | ﹤0.01% | 838 |
|
|
2014
Q4 | $21K | Hold |
800
| – | – | ﹤0.01% | 771 |
|
|
2014
Q3 | $19K | Hold |
800
| – | – | ﹤0.01% | 748 |
|
|
2014
Q2 | $21K | Hold |
800
| – | – | ﹤0.01% | 703 |
|
|
2014
Q1 | $21K | Buy |
+800
| New | +$21K | ﹤0.01% | 696 |
|