Wealthstar Advisors’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,331
Closed -$320K 97
2023
Q1
$320K Buy
7,331
+1
+0% +$44 0.12% 72
2022
Q4
$350K Hold
7,330
0.16% 69
2022
Q3
$304K Buy
+7,330
New +$304K 0.14% 75