WAS
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Winch Advisory Services’s Essential Utilities WTRG Stock Holding History

Winch Advisory Services’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25
Closed -$1K – 463
2023
Q3 		$1K Hold
25
– – ﹤0.01% 407
2023
Q2 		$1K Hold
25
– – ﹤0.01% 408
2023
Q1 		$1K Hold
25
– – ﹤0.01% 403
2022
Q4 		$1K Hold
25
– – ﹤0.01% 393
2022
Q3 		$1K Hold
25
– – ﹤0.01% 382
2022
Q2 		$1K Hold
25
– – ﹤0.01% 411
2022
Q1 		$1K Hold
25
– – ﹤0.01% 435
2021
Q4 		$1K Hold
25
– – ﹤0.01% 451
2021
Q3 		$1K Buy
+25
New +$1.21K ﹤0.01% 465

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Invesco
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