TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$94K | – | 709 |
|
|
2020
Q4 | $94K | Hold |
2,000
| – | – | 0.02% | 280 |
|
|
2020
Q3 | $80K | Hold |
2,000
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $84K | Hold |
2,000
| – | – | 0.02% | 260 |
|
|
2020
Q1 | $81K | Hold |
2,000
| – | – | 0.02% | 231 |
|
|
2019
Q4 | $93K | Buy |
+2,000
| New | +$93K | 0.01% | 300 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$82K | – | 721 |
|
|
2019
Q2 | $82K | Buy |
+2,000
| New | +$82K | 0.01% | 288 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$7.38K | – | 920 |
|
|
2018
Q3 | $7.38K | Buy |
+200
| New | +$7.38K | ﹤0.01% | 811 |
|