Wheatland Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $687K | Buy |
16,252
+2
| +0% | +$85 | 2.85% | 13 |
|
|
2020
Q1 | $661K | Buy |
16,250
+1
| +0% | +$41 | 3.36% | 11 |
|
|
2019
Q4 | $763K | Buy |
16,249
+2
| +0% | +$94 | 0.97% | 37 |
|
|
2019
Q3 | $728K | Buy |
16,247
+2
| +0% | +$90 | 0.66% | 52 |
|
|
2019
Q2 | $672K | Hold |
16,245
| – | – | 0.51% | 62 |
|
|
2019
Q1 | $592K | Buy |
+16,245
| New | +$592K | 0.45% | 64 |
|