WP
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WealthShield Partners’s Essential Utilities WTRG Stock Holding History

WealthShield Partners’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-660
Closed -$30K – 754
2021
Q2 		$30K Hold
660
– – ﹤0.01% 583
2021
Q1 		$30K Buy
+660
New +$29.8K 0.01% 578

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WealthShield Partners's WTRG Position: Q3 2021 in Review

WealthShield Partners sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 660 shares — an estimated $30K sold.

WealthShield Partners first reported a position in WTRG in Q1 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 595 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

  • WealthShield Partners reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 660 Essential Utilities shares in Q3 2021, an estimated $30K.
  • WealthShield Partners first reported a position in Essential Utilities in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Essential Utilities position peaked at $30K in Q2 2021.
  • 595 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.