Tucker Asset Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21
| Closed | -$778 | – | 1804 |
|
|
2024
Q1 | $778 | Hold |
21
| – | – | ﹤0.01% | 1461 |
|
|
2023
Q4 | $784 | Hold |
21
| – | – | ﹤0.01% | 1278 |
|
|
2023
Q3 | $721 | Buy |
+21
| New | +$721 | ﹤0.01% | 1220 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$436 | – | 1222 |
|
|
2022
Q4 | $436 | Hold |
9
| – | – | ﹤0.01% | 713 |
|
|
2022
Q3 | $398 | Buy |
+9
| New | +$398 | ﹤0.01% | 753 |
|