Winch Advisory Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$1K | ﹤0.01% | 465 |
|