VisionPoint Advisory 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
Q3 | – | Sell |
-980
| Closed | -$36.6K | – | 797 |
|
|
2024
Q2 | $36.6K | Buy |
980
+63
| +7% | +$2.35K | 0.01% | 322 |
|
|
2024
Q1 | $34K | Sell |
917
-60
| -6% | -$2.22K | 0.01% | 326 |
|
|
2023
Q4 | $36.5K | Buy |
977
+338
| +53% | +$12.6K | 0.01% | 292 |
|
|
2023
Q3 | $21.9K | Buy |
639
+338
| +112% | +$11.6K | 0.01% | 361 |
|
|
2023
Q2 | $12K | Buy |
+301
| New | +$12K | ﹤0.01% | 379 |
|