Wealthspire Advisors (Maryland)’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,621
| Closed | -$59K | – | 2107 |
|
|
2019
Q1 | $59K | Sell |
1,621
-19
| -1% | -$692 | ﹤0.01% | 841 |
|
|
2018
Q4 | $56K | Sell |
1,640
-61
| -4% | -$2.08K | 0.01% | 813 |
|
|
2018
Q3 | $63K | Buy |
1,701
+25
| +1% | +$926 | 0.01% | 883 |
|
|
2018
Q2 | $59K | Sell |
1,676
-90
| -5% | -$3.17K | 0.01% | 912 |
|
|
2018
Q1 | $60K | Sell |
1,766
-299
| -14% | -$10.2K | 0.01% | 911 |
|
|
2017
Q4 | $81K | Buy |
2,065
+58
| +3% | +$2.28K | 0.01% | 800 |
|
|
2017
Q3 | $67K | Buy |
2,007
+117
| +6% | +$3.91K | 0.01% | 871 |
|
|
2017
Q2 | $63K | Buy |
1,890
+1,552
| +459% | +$51.7K | 0.01% | 865 |
|
|
2017
Q1 | $11K | Buy |
338
+49
| +17% | +$1.6K | ﹤0.01% | 1320 |
|
|
2016
Q4 | $9K | Hold |
289
| – | – | ﹤0.01% | 1269 |
|
|
2016
Q3 | $9K | Hold |
289
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q2 | $10K | Hold |
289
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q1 | $9K | Hold |
289
| – | – | ﹤0.01% | 1217 |
|
|
2015
Q4 | $9K | Buy |
+289
| New | +$9K | ﹤0.01% | 1229 |
|