Weaver Consulting Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,491
| Closed | -$60K | – | 909 |
|
|
2020
Q3 | $60K | Hold |
1,491
| – | – | 0.03% | 242 |
|
|
2020
Q2 | $63K | Hold |
1,491
| – | – | 0.04% | 229 |
|
|
2020
Q1 | $61K | Sell |
1,491
-422
| -22% | -$17.3K | 0.04% | 204 |
|
|
2019
Q4 | $86K | Hold |
1,913
| – | – | 0.05% | 178 |
|
|
2019
Q3 | $80K | Hold |
1,913
| – | – | 0.04% | 180 |
|
|
2019
Q2 | $79K | Hold |
1,913
| – | – | 0.04% | 176 |
|
|
2019
Q1 | $78K | Buy |
+1,913
| New | +$78K | 0.02% | 376 |
|