Willingdon Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $65K | Hold |
1,585
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $74K | Hold |
1,585
| – | – | 0.02% | 155 |
|
|
2019
Q3 | $71K | Hold |
1,585
| – | – | 0.02% | 157 |
|
|
2019
Q2 | $66K | Hold |
1,585
| – | – | 0.02% | 159 |
|
|
2019
Q1 | $58K | Hold |
1,585
| – | – | 0.01% | 170 |
|
|
2018
Q4 | $54K | Hold |
1,585
| – | – | 0.02% | 174 |
|
|
2018
Q3 | $58K | Buy |
1,585
+1,285
| +428% | +$47K | 0.02% | 196 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 258 |
|
|
2018
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 261 |
|
|
2017
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 233 |
|
|
2017
Q3 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 223 |
|