Winthrop Partners - WNY’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $44.8K | Hold |
1,000
| – | – | 0.03% | 181 |
|
|
2019
Q2 | $41.4K | Hold |
1,000
| – | – | 0.03% | 158 |
|
|
2019
Q1 | $36.1K | Hold |
1,000
| – | – | 0.03% | 160 |
|
|
2018
Q4 | $34.2K | Hold |
1,000
| – | – | 0.03% | 158 |
|
|
2018
Q3 | $36.9K | Hold |
1,000
| – | – | 0.03% | 188 |
|
|
2018
Q2 | $35.2K | Hold |
1,000
| – | – | 0.03% | 198 |
|
|
2018
Q1 | $33.8K | Buy |
+1,000
| New | +$33.8K | 0.03% | 240 |
|